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
426
$341K 0.05%
7,994
-3,414
427
$339K 0.05%
7,978
+61
428
$339K 0.05%
5,663
+401
429
$337K 0.05%
+11,233
430
$336K 0.05%
18,170
+280
431
$334K 0.05%
18,791
+735
432
$333K 0.05%
2,234
+260
433
$333K 0.05%
2,527
+244
434
$332K 0.05%
5,389
+548
435
$329K 0.05%
+7,561
436
$327K 0.05%
4,104
-128
437
$326K 0.05%
8,528
+464
438
$325K 0.05%
12,629
+14
439
$324K 0.05%
3,064
-43
440
$324K 0.05%
3,819
+71
441
$323K 0.05%
8,100
+327
442
$323K 0.05%
11,730
+379
443
$319K 0.05%
8,915
444
$319K 0.05%
3,260
+156
445
$314K 0.05%
4,250
+45
446
$314K 0.05%
22,342
-1,027
447
$313K 0.05%
9,278
+183
448
$313K 0.05%
6,873
+181
449
$311K 0.05%
2,211
+21
450
$309K 0.05%
9,412
+527
16 17
18
19 20