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
576
$200K 0.03%
+2,082
577
$196K 0.03%
21,809
+4,390
578
$192K 0.03%
14,133
+367
579
$187K 0.03%
+1,769
580
$184K 0.03%
+1,205
581
$178K 0.03%
+12,296
582
$178K 0.03%
+12,545
583
$170K 0.03%
13,093
584
$168K 0.03%
13,280
585
$168K 0.03%
13,968
586
$163K 0.02%
11,749
587
$162K 0.02%
12,284
588
$157K 0.02%
44,318
+10,505
589
$150K 0.02%
+4,000
590
$149K 0.02%
+1,166
591
$138K 0.02%
+17,822
592
$133K 0.02%
11,607
+199
593
$132K 0.02%
+3,920
594
$131K 0.02%
16,870
+4,701
595
$126K 0.02%
10,716
+2,625
596
$125K 0.02%
+1,688
597
$121K 0.02%
15,429
+480
598
$120K 0.02%
19,965
+2,741
599
$118K 0.02%
+800
600
$117K 0.02%
+1,096
22 23
24
25 26