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
401
$408K 0.06%
3,594
+397
402
$408K 0.06%
6,104
-111
403
$406K 0.06%
1,956
-109
404
$402K 0.06%
11,732
+2
405
$402K 0.06%
7,261
+131
406
$401K 0.06%
12,431
-198
407
$397K 0.06%
8,104
+69
408
$397K 0.06%
4,382
+13
409
$394K 0.05%
2,621
+94
410
$393K 0.05%
3,742
-128
411
$390K 0.05%
3,570
-1,727
412
$389K 0.05%
4,428
+324
413
$388K 0.05%
5,886
+1,080
414
$385K 0.05%
20,940
+2,770
415
$383K 0.05%
17,464
+1,220
416
$382K 0.05%
7,648
+231
417
$379K 0.05%
2,124
+154
418
$379K 0.05%
8,767
-2,832
419
$378K 0.05%
7,422
+498
420
$377K 0.05%
12,416
+10
421
$377K 0.05%
6,871
+179
422
$377K 0.05%
100,658
+1,843
423
$375K 0.05%
4,600
+350
424
$375K 0.05%
5,900
+511
425
$374K 0.05%
6,644
-283
15 16
17
18 19