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
451
$309K 0.05%
4,369
+287
452
$306K 0.05%
18,634
+649
453
$304K 0.05%
+6,786
454
$304K 0.05%
9,725
-1,638
455
$300K 0.04%
9,395
-1,339
456
$299K 0.04%
12,345
+98
457
$299K 0.04%
29,646
+852
458
$298K 0.04%
3,856
+32
459
$298K 0.04%
10,517
+128
460
$296K 0.04%
32,565
461
$296K 0.04%
3,352
+138
462
$296K 0.04%
9,219
+307
463
$293K 0.04%
8,359
-13
464
$293K 0.04%
29,139
+1,757
465
$292K 0.04%
14,600
466
$291K 0.04%
15,746
-109
467
$289K 0.04%
1,796
-37
468
$289K 0.04%
8,647
-83
469
$287K 0.04%
4,870
+42
470
$287K 0.04%
6,205
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471
$287K 0.04%
4,806
-198
472
$286K 0.04%
1,251
-44
473
$286K 0.04%
21,778
474
$286K 0.04%
14,834
-216
475
$284K 0.04%
1,928
17 18
19
20 21