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
276
$617K 0.09%
6,801
+77
277
$617K 0.09%
12,463
+285
278
$616K 0.09%
36,747
-385
279
$614K 0.09%
9,785
+381
280
$612K 0.09%
5,173
+1,520
281
$610K 0.09%
4,492
+59
282
$608K 0.09%
5,333
+19
283
$606K 0.09%
4,147
+52
284
$605K 0.09%
5,322
-136
285
$604K 0.09%
6,050
286
$601K 0.09%
+31,327
287
$594K 0.09%
3,933
+88
288
$593K 0.09%
5,985
+121
289
$593K 0.09%
33,146
+1,810
290
$592K 0.09%
3,675
+123
291
$589K 0.09%
27,947
+3,188
292
$586K 0.09%
2,939
+437
293
$582K 0.09%
6,372
+115
294
$580K 0.09%
5,297
295
$573K 0.09%
42,658
+5,348
296
$572K 0.09%
6,470
+1,094
297
$568K 0.08%
8,268
+157
298
$567K 0.08%
6,165
+298
299
$562K 0.08%
9,033
+710
300
$560K 0.08%
37,173
+1,910
10 11
12
13 14