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
176
$926K 0.14%
7,201
+368
177
$912K 0.14%
13,132
+507
178
$909K 0.14%
3,730
+106
179
$906K 0.13%
5,896
-90
180
$904K 0.13%
2,820
+30
181
$903K 0.13%
19,151
+646
182
$895K 0.13%
+46,338
183
$894K 0.13%
10,764
+125
184
$886K 0.13%
15,024
+1,060
185
$883K 0.13%
3,066
+5
186
$882K 0.13%
11,481
+214
187
$878K 0.13%
47,672
+2,346
188
$870K 0.13%
8,994
+505
189
$860K 0.13%
14,395
+28
190
$853K 0.13%
38,190
+2,008
191
$852K 0.13%
6,958
+165
192
$849K 0.13%
28,707
+3,279
193
$849K 0.13%
107,690
-928
194
$834K 0.12%
108,109
+2,245
195
$833K 0.12%
4,865
+338
196
$830K 0.12%
6,921
+50
197
$828K 0.12%
4,427
+235
198
$815K 0.12%
16,822
+331
199
$810K 0.12%
23,606
+801
200
$808K 0.12%
3,932
+41
6 7
8
9 10