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
476
$296K 0.04%
1,900
477
$295K 0.04%
13,000
-9,000
478
$292K 0.04%
1,179
+190
479
$290K 0.04%
+4,454
480
$289K 0.04%
4,575
+63
481
$289K 0.04%
4,292
-77
482
$288K 0.04%
4,226
+207
483
$287K 0.04%
4,502
+311
484
$287K 0.04%
9,106
+490
485
$286K 0.04%
+5,714
486
$286K 0.04%
2,286
+98
487
$284K 0.04%
5,420
+698
488
$282K 0.04%
8,609
-38
489
$280K 0.04%
2,657
+48
490
$278K 0.04%
2,318
+25
491
$277K 0.04%
21,642
-136
492
$277K 0.04%
1,931
+41
493
$275K 0.04%
24,184
+380
494
$271K 0.04%
+3,893
495
$271K 0.04%
2,314
+16
496
$271K 0.04%
5,569
497
$271K 0.04%
11,507
+951
498
$270K 0.04%
7,188
+593
499
$269K 0.04%
2,072
-60
500
$269K 0.04%
9,598
+186
18 19
20
21 22