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
601
$117K 0.02%
+3,044
602
$115K 0.02%
+1,013
603
$114K 0.02%
+1,000
604
$110K 0.02%
+1,936
605
$109K 0.02%
+326,076
606
$95K 0.01%
+1,143
607
$94K 0.01%
18,382
608
$93K 0.01%
11,374
+1,131
609
$91K 0.01%
+56
610
$80K 0.01%
+568
611
$80K 0.01%
+1,120
612
$75K 0.01%
+838
613
$67K 0.01%
+600
614
$63K 0.01%
+1,172
615
$58K 0.01%
+1,079
616
$53K 0.01%
+458
617
$52K 0.01%
+650
618
$52K 0.01%
+636
619
$49K 0.01%
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620
$47K 0.01%
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621
$39K 0.01%
10,138
622
$37K 0.01%
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623
$36K 0.01%
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624
$34K 0.01%
27,069
625
$30K ﹤0.01%
+917
23 24
25
26 27