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
501
$250K 0.04%
10,556
+365
502
$249K 0.04%
6,235
+323
503
$249K 0.04%
2,939
504
$248K 0.04%
3,802
+159
505
$248K 0.04%
+9,721
506
$247K 0.04%
2,700
+216
507
$247K 0.04%
6,000
508
$247K 0.04%
+6,595
509
$246K 0.04%
10,705
+373
510
$245K 0.04%
5,157
+188
511
$245K 0.04%
5,288
+72
512
$245K 0.04%
1,890
+3
513
$244K 0.04%
3,180
-813
514
$239K 0.04%
4,629
+336
515
$239K 0.04%
+2,188
516
$237K 0.04%
1,244
+46
517
$237K 0.04%
13,521
+89
518
$237K 0.04%
3,684
-25
519
$237K 0.04%
2,478
+245
520
$236K 0.04%
8,088
+642
521
$232K 0.03%
6,948
+648
522
– –
0
523
$228K 0.03%
5,060
-50
524
$227K 0.03%
+7,652
525
$226K 0.03%
+4,828
19 20
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