LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$24.3M 3.61%
629,908
+8,400
2
$17.3M 2.57%
63
-33
3
$16.1M 2.4%
+306,169
4
$15.1M 2.24%
202,381
-2,907
5
$12.5M 1.86%
+176,471
6
$10M 1.49%
93,042
-2,860
7
$9.25M 1.38%
257,992
8
$9.17M 1.36%
53,653
+840
9
$8.75M 1.3%
738,160
+480
10
$8.03M 1.19%
61,751
+446
11
$7.59M 1.13%
92,610
-2,497
12
$6.92M 1.03%
37,743
+147
13
$6.83M 1.02%
142,060
+1,360
14
$6.58M 0.98%
135,040
+420
15
$6.04M 0.9%
61,281
+294
16
$5.95M 0.89%
97,450
+328
17
$5.7M 0.85%
59,626
+915
18
$5.55M 0.83%
27,071
+314
19
$5.08M 0.75%
+204,634
20
$4.79M 0.71%
141,292
-31
21
$4.72M 0.7%
51,855
+742
22
$4.57M 0.68%
18,185
+95
23
$4.34M 0.65%
41,237
+136
24
$4.29M 0.64%
37,008
-4,685
25
$4.24M 0.63%
36,062
+938
1
2 3 4 5