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
376
$421K 0.06%
7,035
+18
377
$419K 0.06%
7,241
-3
378
$419K 0.06%
14,571
+741
379
$419K 0.06%
19,157
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380
$418K 0.06%
47,958
+4,853
381
$414K 0.06%
21,513
+7,542
382
$413K 0.06%
7,130
383
$411K 0.06%
6,540
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384
$410K 0.06%
12,210
+80
385
$408K 0.06%
13,981
+193
386
$406K 0.06%
27,595
-8,288
387
$403K 0.06%
10,209
+628
388
$399K 0.06%
6,215
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389
$396K 0.06%
6,125
-7
390
$395K 0.06%
6,313
391
$394K 0.06%
5,607
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6,189
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393
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8,076
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394
$389K 0.06%
5,097
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395
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1,535
396
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6,927
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397
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25,229
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398
$383K 0.06%
4,871
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399
$380K 0.06%
3,518
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400
$378K 0.06%
7,989
+262
14 15
16
17 18