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
101
$1.4M 0.21%
19,160
-211
102
$1.37M 0.2%
56,370
+2,530
103
$1.35M 0.2%
25,201
+160
104
$1.34M 0.2%
16,814
+381
105
$1.34M 0.2%
13,105
-999
106
$1.33M 0.2%
40,482
107
$1.33M 0.2%
20,741
-2,059
108
$1.33M 0.2%
38,882
+2,223
109
$1.32M 0.2%
17,043
-1,429
110
$1.31M 0.2%
17,258
-53
111
$1.31M 0.19%
7,004
+236
112
$1.29M 0.19%
10,339
-591
113
$1.29M 0.19%
6,750
+794
114
$1.29M 0.19%
20,363
+543
115
$1.28M 0.19%
16,619
+1,278
116
$1.27M 0.19%
3,491
+129
117
$1.27M 0.19%
8,892
-381
118
$1.26M 0.19%
69,250
+4,260
119
$1.25M 0.19%
9,648
+211
120
$1.25M 0.19%
4,015
+81
121
$1.24M 0.18%
25,760
+540
122
$1.24M 0.18%
16,001
+720
123
$1.22M 0.18%
24,295
+1,638
124
$1.22M 0.18%
35,876
+702
125
$1.22M 0.18%
67,149
+1,185
3 4
5
6 7