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
$721M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$732K
3
+$579K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$523K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$449K

Top Sells

1
+$4.93M
2
+$1.39M
3
+$904K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$795K
5
GE icon
GE Aerospace
GE
+$559K

Sector Composition

1 Financials 17.27%
2 Technology 16.63%
3 Healthcare 12%
4 Communication Services 7.98%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$774K 0.11%
9,544
+544
227
$772K 0.11%
14,697
-469
228
$771K 0.11%
5,480
229
$766K 0.11%
16,784
+2,092
230
$761K 0.11%
3,741
-191
231
$752K 0.1%
18,343
-1,247
232
$749K 0.1%
128,822
+4,161
233
$747K 0.1%
23,207
-399
234
$746K 0.1%
42,651
+322
235
$745K 0.1%
126,227
-13,500
236
$743K 0.1%
29,224
-868
237
$741K 0.1%
14,910
+1,116
238
$739K 0.1%
35,184
-2,124
239
$737K 0.1%
10,385
+204
240
$736K 0.1%
19,497
-524
241
$725K 0.1%
9,425
+813
242
$723K 0.1%
6,894
+93
243
$722K 0.1%
7,859
-131
244
$720K 0.1%
22,591
+605
245
$719K 0.1%
22,484
+990
246
$718K 0.1%
13,428
+1,480
247
$717K 0.1%
6,684
-663
248
$716K 0.1%
9,198
+655
249
$715K 0.1%
24,019
-32
250
$710K 0.1%
87,628
+3,018
8 9
10
11 12