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
426
$374K 0.05%
1,758
-93
427
$374K 0.05%
30,566
+920
428
$374K 0.05%
2,219
-15
429
$369K 0.05%
25,711
-1,884
430
$367K 0.05%
19,656
+233
431
$362K 0.05%
14,604
+623
432
$360K 0.05%
12,345
433
$360K 0.05%
5,396
+526
434
$360K 0.05%
5,151
-5,631
435
$356K 0.05%
4,047
-619
436
$351K 0.05%
4,682
+70
437
$348K 0.05%
10,529
+804
438
$347K 0.05%
8,309
-1,900
439
$347K 0.05%
7,561
440
$346K 0.05%
8,508
-20
441
$346K 0.05%
10,872
+355
442
$342K 0.05%
8,278
+178
443
$341K 0.05%
3,775
-44
444
$341K 0.05%
3,445
+185
445
$338K 0.05%
8,615
+128
446
$338K 0.05%
8,915
447
$337K 0.05%
2,202
-9
448
$336K 0.05%
8,476
-1,165
449
$335K 0.05%
3,187
+123
450
$333K 0.05%
10,934
-299
16 17
18
19 20