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
326
$510K 0.08%
4,695
327
$506K 0.08%
12,564
-2,650
328
$504K 0.08%
1,131
+67
329
$502K 0.07%
15,172
+1,664
330
$502K 0.07%
8,939
+178
331
$501K 0.07%
2,809
+149
332
$493K 0.07%
5,525
+121
333
$491K 0.07%
4,694
-166
334
$490K 0.07%
40,934
+4,023
335
$490K 0.07%
10,142
+198
336
$489K 0.07%
21,467
-1,250
337
$487K 0.07%
194,656
+15,436
338
$487K 0.07%
5,208
+300
339
$485K 0.07%
3,290
340
$484K 0.07%
6,592
+14
341
$484K 0.07%
7,512
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342
$481K 0.07%
6,255
+188
343
$474K 0.07%
3,995
+293
344
$473K 0.07%
22,000
345
$471K 0.07%
132,755
-6,255
346
$470K 0.07%
7,200
+32
347
$469K 0.07%
7,767
+148
348
$463K 0.07%
7,181
+90
349
$462K 0.07%
12,578
+1,246
350
$462K 0.07%
17,212
+281
12 13
14
15 16