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
526
$226K 0.03%
+8,438
527
$226K 0.03%
4,826
-2,029
528
$225K 0.03%
+4,722
529
$224K 0.03%
+4,025
530
$224K 0.03%
8,775
-41
531
$221K 0.03%
+6,045
532
$221K 0.03%
+989
533
$221K 0.03%
38,446
-4,899
534
$221K 0.03%
4,376
+25
535
$219K 0.03%
+4,275
536
$219K 0.03%
+1,153
537
$219K 0.03%
3,973
-526
538
$218K 0.03%
+10,402
539
$218K 0.03%
2,685
+61
540
$217K 0.03%
853
+65
541
$217K 0.03%
1,505
+71
542
$216K 0.03%
1,851
+179
543
$216K 0.03%
2,804
+7
544
$216K 0.03%
+20,673
545
$215K 0.03%
12,516
+420
546
$214K 0.03%
45,457
+838
547
$214K 0.03%
3,262
548
$214K 0.03%
+4,075
549
$214K 0.03%
+8,662
550
$212K 0.03%
+8,147
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