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
326
$553K 0.08%
18,625
-522
327
$548K 0.08%
5,286
-47
328
$543K 0.08%
19,332
+2,120
329
$541K 0.08%
873
+15
330
$541K 0.08%
4,363
-331
331
$525K 0.07%
1,158
+27
332
$524K 0.07%
25,949
+6,887
333
$523K 0.07%
+4,494
334
$523K 0.07%
21,972
+505
335
$516K 0.07%
9,067
+7,895
336
$514K 0.07%
4,627
+204
337
$514K 0.07%
5,928
+831
338
$514K 0.07%
9,592
+787
339
$513K 0.07%
28,385
-2,942
340
$510K 0.07%
2,642
+185
341
$509K 0.07%
8,061
+294
342
$509K 0.07%
40,723
-211
343
$508K 0.07%
7,603
-220
344
$504K 0.07%
31,410
+780
345
$502K 0.07%
2,956
+524
346
$501K 0.07%
7,255
+590
347
$499K 0.07%
7,882
+370
348
$497K 0.07%
13,762
+98
349
$496K 0.07%
26,083
+1,432
350
$494K 0.07%
7,459
+278
12 13
14
15 16