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
26
$4.18M 0.62%
+148,047
27
$4.15M 0.62%
+85,805
28
$4.02M 0.6%
72,968
-1,021
29
$4.01M 0.6%
135,498
+6,588
30
$3.93M 0.58%
35,249
+1,014
31
$3.87M 0.58%
23,632
+557
32
$3.79M 0.56%
149,577
+4,085
33
$3.74M 0.56%
111,268
+828
34
$3.69M 0.55%
76,277
+6,735
35
$3.5M 0.52%
73,080
+4,620
36
$3.47M 0.52%
42,829
+1,573
37
$3.47M 0.52%
31,262
-260
38
$3.43M 0.51%
90,179
-1,740
39
$3.29M 0.49%
73,178
+758
40
$3.22M 0.48%
44,306
+1,525
41
$3.21M 0.48%
16,416
-82
42
$3.19M 0.47%
50,008
+1,803
43
$3.17M 0.47%
82,270
+2,282
44
$3.06M 0.46%
81,553
+3,193
45
$3.04M 0.45%
19,376
+279
46
$3.02M 0.45%
17,224
-76
47
$2.93M 0.44%
21,702
+223
48
$2.87M 0.43%
16,588
+656
49
$2.82M 0.42%
180,014
-36,209
50
$2.7M 0.4%
+39,405
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