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
301
$604K 0.08%
13,619
-7,135
302
$603K 0.08%
2,552
+43
303
$602K 0.08%
43,760
+1,102
304
$599K 0.08%
38,361
+1,188
305
$598K 0.08%
6,161
-309
306
$598K 0.08%
3,462
+172
307
$596K 0.08%
28,613
+440
308
$594K 0.08%
8,420
+152
309
$588K 0.08%
11,143
-1,838
310
$588K 0.08%
32,986
-160
311
$579K 0.08%
+8,755
312
$578K 0.08%
13,352
-653
313
$576K 0.08%
15,755
+3,545
314
$575K 0.08%
15,647
+183
315
$571K 0.08%
6,410
+226
316
$571K 0.08%
10,685
+946
317
$570K 0.08%
2,906
+97
318
$569K 0.08%
4,244
+97
319
$569K 0.08%
3,735
+9
320
$567K 0.08%
17,078
+1,906
321
$565K 0.08%
27,088
+438
322
$555K 0.08%
3,703
+62
323
$554K 0.08%
4,745
+39
324
$554K 0.08%
9,041
+1,198
325
$553K 0.08%
10,092
-135
11 12
13
14 15