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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$15.8M
2
+$12.2M
3
+$8.42M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$5.09M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.26M

Top Sells

1
+$8.76M
2
+$1.3M
3
+$1.21M
4
GE icon
GE Aerospace
GE
+$566K
5
QUOT
Quotient Technology Inc
QUOT
+$499K

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
651
– –
-3,271
652
– –
-11,082
653
– –
-13,188
654
– –
-1,076
655
– –
-26,245
656
– –
-10,466
657
– –
-11,991
658
– –
-6,994
659
– –
-4,271
660
– –
-1,197
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