LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$12.5M
3
+$5.08M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.18M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.15M

Top Sells

1
+$9.07M
2
+$1.3M
3
+$1.21M
4
QUOT
Quotient Technology Inc
QUOT
+$567K
5
GE icon
GE Aerospace
GE
+$543K

Sector Composition

1 Financials 16.88%
2 Technology 16.61%
3 Healthcare 12.89%
4 Communication Services 8.19%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$680K 0.1%
5,407
+85
252
$671K 0.1%
10,393
+362
253
$662K 0.1%
7,990
+103
254
$662K 0.1%
8,543
-1,299
255
$661K 0.1%
106,890
+8,295
256
$657K 0.1%
10,227
+1,978
257
$656K 0.1%
14,692
+120
258
$654K 0.1%
17,972
+1,557
259
$649K 0.1%
12,027
-197
260
$647K 0.1%
7,497
261
$647K 0.1%
13,794
+569
262
$645K 0.1%
+19,147
263
$644K 0.1%
5,829
+67
264
$643K 0.1%
21,494
+251
265
$642K 0.1%
5,420
266
$642K 0.1%
+11,008
267
$638K 0.09%
7,347
+2,123
268
$638K 0.09%
16,234
+904
269
$637K 0.09%
4,574
+25
270
$637K 0.09%
3,636
+135
271
$632K 0.09%
6,866
-50
272
$628K 0.09%
9,746
+728
273
$625K 0.09%
21,986
+2,640
274
$617K 0.09%
84,610
+2,622
275
$617K 0.09%
12,546
-1,120
9 10
11
12 13