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
451
$332K 0.05%
5,198
-409
452
$329K 0.05%
18,860
+226
453
$324K 0.05%
8,603
-675
454
$323K 0.04%
8,866
+1,059
455
$321K 0.04%
18,695
-96
456
$321K 0.04%
17,601
-3,912
457
$320K 0.04%
6,789
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458
$318K 0.04%
1,861
+65
459
$317K 0.04%
3,374
+22
460
$316K 0.04%
40,390
-7,568
461
$315K 0.04%
8,616
+257
462
$315K 0.04%
30,659
+1,520
463
$314K 0.04%
15,795
+49
464
$314K 0.04%
6,098
-107
465
$313K 0.04%
48,485
+6,392
466
$313K 0.04%
30,665
+2,203
467
$311K 0.04%
3,274
+688
468
$308K 0.04%
21,056
469
$308K 0.04%
6,497
+1,671
470
$308K 0.04%
10,214
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471
$308K 0.04%
14,890
+56
472
$307K 0.04%
7,670
-308
473
$301K 0.04%
4,700
474
$300K 0.04%
15,805
+1,205
475
$297K 0.04%
1,341
+90
17 18
19
20 21