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
201
$802K 0.12%
8,462
-51
202
$800K 0.12%
19,668
+616
203
$798K 0.12%
13,766
+4,100
204
$797K 0.12%
35,025
-150
205
$793K 0.12%
23,105
+1,129
206
$792K 0.12%
12,419
+142
207
$791K 0.12%
19,590
+1,267
208
$787K 0.12%
1,759
+47
209
$787K 0.12%
48,610
+1,075
210
$783K 0.12%
6,787
211
$781K 0.12%
5,100
-1,014
212
$780K 0.12%
24,051
+1,303
213
$776K 0.12%
14,945
-946
214
$775K 0.12%
139,727
-44,000
215
$770K 0.11%
20,021
+433
216
$764K 0.11%
6,934
-39
217
$756K 0.11%
6,400
-429
218
$745K 0.11%
37,308
+817
219
$743K 0.11%
9,816
+331
220
$741K 0.11%
15,166
+208
221
$739K 0.11%
10,181
+263
222
$739K 0.11%
16,050
+2,088
223
$736K 0.11%
12,261
+277
224
$736K 0.11%
46,618
+2,665
225
$730K 0.11%
12,981
+384
7 8
9
10 11