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
301
$555K 0.08%
8,612
+136
302
$555K 0.08%
14,517
+628
303
$555K 0.08%
4,647
+30
304
$554K 0.08%
3,641
+263
305
$554K 0.08%
10,958
-1,668
306
$553K 0.08%
16,247
+3,730
307
$552K 0.08%
3,726
+6
308
$551K 0.08%
3,706
+230
309
$551K 0.08%
6,826
+54
310
$551K 0.08%
9,846
+71
311
$547K 0.08%
+15,324
312
$545K 0.08%
28,173
+1,881
313
$542K 0.08%
15,464
+929
314
$541K 0.08%
26,650
+103
315
$540K 0.08%
9,739
+886
316
$539K 0.08%
19,520
+180
317
$537K 0.08%
858
+11
318
$533K 0.08%
6,184
+242
319
$531K 0.08%
14,005
+35
320
$527K 0.08%
8,213
+441
321
$525K 0.08%
7,843
-549
322
$517K 0.08%
13,664
+168
323
$516K 0.08%
11,599
+25
324
$513K 0.08%
19,457
+19
325
$512K 0.08%
4,706
+35
11 12
13
14 15