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
551
$211K 0.03%
+3,905
552
$211K 0.03%
+4,130
553
$211K 0.03%
+3,536
554
$210K 0.03%
8,127
555
$209K 0.03%
+4,630
556
$208K 0.03%
+9,596
557
$208K 0.03%
+3,741
558
$207K 0.03%
12,894
+173
559
$206K 0.03%
5,664
+447
560
$206K 0.03%
+1,440
561
$205K 0.03%
+7,350
562
$205K 0.03%
+1,181
563
$205K 0.03%
+3,105
564
$204K 0.03%
+2,077
565
$204K 0.03%
+2,855
566
$203K 0.03%
4,914
+23
567
$203K 0.03%
+4,299
568
$202K 0.03%
+1,890
569
$201K 0.03%
8,298
-565
570
$201K 0.03%
+1,652
571
$201K 0.03%
+2,316
572
$201K 0.03%
+7,621
573
$200K 0.03%
21,056
+3,265
574
$200K 0.03%
+1,442
575
$200K 0.03%
1,670
+71
21 22
23
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