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
376
$447K 0.06%
32,736
+2,584
377
$444K 0.06%
19,349
+192
378
$438K 0.06%
10,986
+358
379
$437K 0.06%
19,982
+1,150
380
$437K 0.06%
9,082
+1,093
381
$433K 0.06%
7,332
+91
382
$433K 0.06%
4,125
-2,275
383
$433K 0.06%
9,137
+2,264
384
$433K 0.06%
57,560
+5,615
385
$433K 0.06%
25,085
-144
386
$430K 0.06%
10,756
-258
387
$429K 0.06%
7,138
-62
388
$428K 0.06%
4,718
+277
389
$427K 0.06%
8,454
-2,504
390
$425K 0.06%
5,780
+491
391
$425K 0.06%
1,642
+202
392
$415K 0.06%
5,946
+283
393
$414K 0.06%
8,098
+1,863
394
$412K 0.06%
3,457
-538
395
$412K 0.06%
99,035
+6,175
396
$410K 0.06%
6,174
+49
397
$410K 0.06%
1,524
-11
398
$410K 0.06%
23,323
+981
399
$410K 0.06%
7,230
+182
400
$410K 0.06%
6,003
-310
14 15
16
17 18