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
351
$458K 0.07%
5,468
+430
352
$452K 0.07%
22,466
+2,286
353
$451K 0.07%
2,509
+213
354
$448K 0.07%
45,320
-1,818
355
$442K 0.07%
10,628
+806
356
$442K 0.07%
4,423
+268
357
$441K 0.07%
9,641
+269
358
$441K 0.07%
2,457
-269
359
$440K 0.07%
740
+95
360
$440K 0.07%
11,014
+326
361
$439K 0.07%
73,421
+5,694
362
$439K 0.07%
30,630
+14,025
363
$439K 0.07%
5,606
+155
364
$436K 0.06%
7,823
+261
365
$435K 0.06%
3,870
+130
366
$434K 0.06%
29,468
-6
367
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4,441
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368
$430K 0.06%
8,805
+657
369
$427K 0.06%
6,647
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370
$427K 0.06%
3,672
+423
371
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24,651
+570
372
$423K 0.06%
2,065
+53
373
$423K 0.06%
5,747
+181
374
$422K 0.06%
6,202
-14
375
$421K 0.06%
3,190
+42
13 14
15
16 17