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
26
$4.48M 0.62%
73,867
+899
27
$4.48M 0.62%
37,343
+2,094
28
$4.46M 0.62%
151,271
+1,694
29
$4.42M 0.61%
95,845
+5,666
30
$4.3M 0.6%
86,033
+228
31
$4.25M 0.59%
110,892
-376
32
$4.04M 0.56%
137,548
+2,050
33
$4.02M 0.56%
76,840
+3,760
34
$4.01M 0.56%
24,515
-2,556
35
$3.79M 0.53%
17,188
+772
36
$3.79M 0.53%
80,142
+3,865
37
$3.48M 0.48%
46,750
+2,444
38
$3.45M 0.48%
17,539
+315
39
$3.44M 0.48%
85,973
+3,703
40
$3.42M 0.47%
74,468
+1,290
41
$3.41M 0.47%
19,835
+459
42
$3.38M 0.47%
22,107
+405
43
$3.36M 0.47%
101,955
+4,923
44
$3.24M 0.45%
81,822
+269
45
$3.21M 0.45%
30,393
-869
46
$3.16M 0.44%
10,726
+173
47
$3.08M 0.43%
50,239
+231
48
$2.96M 0.41%
44,457
+713
49
$2.96M 0.41%
55,934
+2,666
50
$2.93M 0.41%
41,039
+2,714
1
2
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