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
476
$284K 0.04%
14,168
+1,026
477
$284K 0.04%
23,804
+236
478
$284K 0.04%
2,609
+16
479
$282K 0.04%
8,487
+263
480
$278K 0.04%
4,700
481
$277K 0.04%
42,093
-2,445
482
$276K 0.04%
4,191
+141
483
$276K 0.04%
1,900
-750
484
$274K 0.04%
5,569
485
$273K 0.04%
7,198
-129
486
$272K 0.04%
5,160
+474
487
$267K 0.04%
3,521
+128
488
$264K 0.04%
+2,586
489
$262K 0.04%
2,132
+147
490
$260K 0.04%
2,298
+132
491
$256K 0.04%
+8,616
492
$256K 0.04%
4,512
+17
493
$254K 0.04%
2,293
+13
494
$253K 0.04%
18,091
495
$252K 0.04%
3,388
+303
496
$252K 0.04%
4,019
+29
497
$251K 0.04%
7,807
-1,173
498
$251K 0.04%
28,462
+3,586
499
$250K 0.04%
7,054
+237
500
$250K 0.04%
+14,400
18 19
20
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