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
351
$493K 0.07%
5,131
+260
352
$490K 0.07%
6,383
-209
353
$490K 0.07%
10,359
+217
354
$488K 0.07%
4,008
+336
355
$488K 0.07%
5,462
-63
356
$487K 0.07%
4,695
357
$485K 0.07%
3,259
+69
358
$484K 0.07%
22,586
+120
359
$484K 0.07%
25,549
+129
360
$482K 0.07%
132,221
-534
361
$480K 0.07%
6,793
+146
362
$471K 0.07%
12,356
-208
363
$470K 0.07%
7,271
+236
364
$468K 0.06%
5,428
-178
365
$464K 0.06%
5,705
+237
366
$462K 0.06%
14,571
367
$460K 0.06%
3,619
+101
368
$460K 0.06%
16,744
+2,576
369
$460K 0.06%
5,631
-116
370
$459K 0.06%
29,532
+64
371
$459K 0.06%
191,943
-2,713
372
$459K 0.06%
6,416
+227
373
$457K 0.06%
43,902
-1,418
374
$455K 0.06%
8,119
+43
375
$454K 0.06%
6,832
+292
13 14
15
16 17