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
276
$637K 0.09%
5,439
+117
277
$635K 0.09%
1,689
+99
278
$634K 0.09%
6,831
-35
279
$631K 0.09%
8,572
+359
280
$629K 0.09%
13,089
+543
281
$627K 0.09%
6,657
+1,449
282
$627K 0.09%
17,406
+2,082
283
$622K 0.09%
15,028
+2,450
284
$622K 0.09%
35,126
-1,621
285
$621K 0.09%
29,895
-5,130
286
$620K 0.09%
9,391
+452
287
$619K 0.09%
106,130
-3,437
288
$618K 0.09%
5,899
+70
289
$616K 0.09%
17,612
-360
290
$613K 0.09%
4,151
-423
291
$612K 0.08%
6,483
+111
292
$612K 0.08%
17,360
+1,113
293
$610K 0.08%
5,359
+186
294
$608K 0.08%
28,802
-17,536
295
$607K 0.08%
12,486
+23
296
$606K 0.08%
6,068
-97
297
$605K 0.08%
14,622
+105
298
$605K 0.08%
9,243
+210
299
$604K 0.08%
849
+109
300
$604K 0.08%
7,111
+285
10 11
12
13 14