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
126
$1.21M 0.18%
6,378
+209
127
$1.2M 0.18%
18,909
+814
128
$1.19M 0.18%
9,576
+207
129
$1.17M 0.17%
7,929
+196
130
$1.17M 0.17%
23,822
+132
131
$1.16M 0.17%
4,678
-186
132
$1.16M 0.17%
12,095
+394
133
$1.15M 0.17%
31,931
+1,892
134
$1.15M 0.17%
7,362
+91
135
$1.14M 0.17%
4,469
+3
136
$1.14M 0.17%
+26,226
137
$1.13M 0.17%
12,126
+510
138
$1.13M 0.17%
126,894
+5,391
139
$1.11M 0.17%
8,395
+183
140
$1.1M 0.16%
21,233
+11
141
$1.09M 0.16%
+8,994
142
$1.09M 0.16%
7,980
+257
143
$1.09M 0.16%
24,546
+2,578
144
$1.08M 0.16%
5,714
-266
145
$1.08M 0.16%
20,342
+426
146
$1.07M 0.16%
4,763
+69
147
$1.07M 0.16%
29,324
+1,056
148
$1.06M 0.16%
16,914
+726
149
$1.06M 0.16%
7,588
+279
150
$1.05M 0.16%
20,754
+80
4 5
6
7 8