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
251
$708K 0.1%
20,511
+1,054
252
$707K 0.1%
109,077
+2,187
253
$706K 0.1%
9,691
+203
254
$703K 0.1%
6,371
+386
255
$700K 0.1%
8,327
+147
256
$699K 0.1%
26,716
-1,231
257
$698K 0.1%
16,974
+740
258
$698K 0.1%
4,062
+387
259
$688K 0.1%
7,487
+1,232
260
$682K 0.09%
2,984
+45
261
$676K 0.09%
4,625
+133
262
$673K 0.09%
3,223
+16
263
$672K 0.09%
5,402
-18
264
$669K 0.09%
21,154
+1,634
265
$665K 0.09%
4,048
+115
266
$663K 0.09%
102,106
+4
267
$662K 0.09%
10,108
+362
268
$661K 0.09%
3,898
+192
269
$659K 0.09%
321,051
-6,586
270
$651K 0.09%
9,939
+93
271
$651K 0.09%
11,008
272
$648K 0.09%
7,513
+16
273
$647K 0.09%
7,141
-191
274
$643K 0.09%
6,050
275
$641K 0.09%
4,689
+42
9 10
11
12 13