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
51
$2.68M 0.4%
10,553
-1,087
52
$2.68M 0.4%
59,380
+857
53
$2.65M 0.39%
43,744
-6
54
$2.64M 0.39%
53,268
+5,593
55
$2.63M 0.39%
14,094
+233
56
$2.59M 0.38%
18,517
+9,562
57
$2.54M 0.38%
28,574
+1,425
58
$2.53M 0.38%
28,067
+5,000
59
$2.53M 0.38%
97,032
+2,268
60
$2.48M 0.37%
32,177
+1,342
61
$2.43M 0.36%
38,325
-3,006
62
$2.32M 0.34%
7,102
63
$2.24M 0.33%
24,967
+230
64
$2.23M 0.33%
18,743
+1,700
65
$2.23M 0.33%
15,792
+344
66
$2.16M 0.32%
14,801
+904
67
$2.15M 0.32%
18,511
-169
68
$2.11M 0.31%
15,227
-921
69
$2.1M 0.31%
14,039
-240
70
$2.1M 0.31%
25,764
+865
71
$2.06M 0.31%
18,809
+896
72
$2.02M 0.3%
37,849
+2,260
73
$1.93M 0.29%
12,957
+2,380
74
$1.88M 0.28%
11,465
-181
75
$1.84M 0.27%
34,380
+1,506
1 2
3
4 5