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
76
$1.83M 0.27%
410,640
+51,520
77
$1.81M 0.27%
33,681
-3,547
78
$1.8M 0.27%
75,000
+312
79
$1.8M 0.27%
28,763
+7,063
80
$1.75M 0.26%
33,762
+990
81
$1.73M 0.26%
12,723
+351
82
$1.7M 0.25%
930
+32
83
$1.68M 0.25%
23,020
-136
84
$1.65M 0.25%
65,598
+5,826
85
$1.63M 0.24%
6,870
+207
86
$1.63M 0.24%
13,562
+422
87
$1.63M 0.24%
17,972
+176
88
$1.6M 0.24%
14,683
+707
89
$1.6M 0.24%
11,391
+590
90
$1.58M 0.23%
31,667
+1,632
91
$1.57M 0.23%
11,668
+104
92
$1.56M 0.23%
37,280
+117
93
$1.54M 0.23%
63,808
+2,480
94
$1.53M 0.23%
25,993
+724
95
$1.53M 0.23%
34,978
-28
96
$1.52M 0.23%
27,073
+3,654
97
$1.47M 0.22%
17,128
+321
98
$1.46M 0.22%
20,986
+896
99
$1.43M 0.21%
215,549
+5,601
100
$1.42M 0.21%
40,962
+361
2 3
4
5 6