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
401
$376K 0.06%
7,048
+45
402
$375K 0.06%
92,860
+8,816
403
$372K 0.06%
5,289
+342
404
$371K 0.06%
51,945
+9,710
405
$369K 0.05%
8,035
+29
406
$367K 0.05%
2,432
+149
407
$366K 0.05%
18,832
+2,318
408
$365K 0.05%
19,423
+242
409
$362K 0.05%
98,815
+1,749
410
$360K 0.05%
6,692
+31
411
$359K 0.05%
1,851
+69
412
$359K 0.05%
4,666
+56
413
$358K 0.05%
19,062
-365
414
$357K 0.05%
25,420
+1,304
415
$355K 0.05%
7,417
+1,081
416
$355K 0.05%
6,924
+306
417
$354K 0.05%
4,612
418
$352K 0.05%
6,665
-2,235
419
$351K 0.05%
1,970
+98
420
$350K 0.05%
4,369
+23
421
$350K 0.05%
1,440
+301
422
$349K 0.05%
3,197
-23
423
$348K 0.05%
12,406
+86
424
$344K 0.05%
16,244
+284
425
$344K 0.05%
30,152
+1,416
15 16
17
18 19