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
151
$1.04M 0.16%
6,566
+179
152
$1.04M 0.15%
161,547
-2,883
153
$1.04M 0.15%
11,353
+111
154
$1.03M 0.15%
3,306
+271
155
$1.03M 0.15%
137,800
+6,370
156
$1.03M 0.15%
12,128
+349
157
$1.02M 0.15%
12,359
+452
158
$1.01M 0.15%
16,514
-143
159
$1.01M 0.15%
7,131
+91
160
$1.01M 0.15%
8,495
+284
161
$1.01M 0.15%
10,970
+143
162
$996K 0.15%
7,012
+316
163
$989K 0.15%
7,073
164
$985K 0.15%
39,787
+2,146
165
$981K 0.15%
24,130
-712
166
$981K 0.15%
26,608
-368
167
$975K 0.15%
18,480
168
$973K 0.14%
4,216
-2,200
169
$956K 0.14%
14,887
+173
170
$955K 0.14%
55,690
+1,160
171
$953K 0.14%
18,306
+609
172
$952K 0.14%
20,483
+77
173
$949K 0.14%
8,066
-26
174
$947K 0.14%
9,962
175
$934K 0.14%
7,145
-852
5 6
7
8 9