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
501
$266K 0.04%
+3,892
502
$266K 0.04%
3,250
-138
503
$266K 0.04%
1,995
+67
504
$263K 0.04%
18,080
-11
505
$262K 0.04%
2,316
506
$260K 0.04%
13,989
+468
507
$256K 0.04%
2,753
+53
508
$255K 0.04%
8,391
+93
509
$255K 0.04%
2,988
+49
510
$253K 0.04%
8,871
-850
511
$251K 0.03%
3,215
+35
512
$250K 0.03%
4,166
+364
513
$249K 0.03%
4,784
-373
514
$249K 0.03%
14,400
515
$249K 0.03%
8,053
+59
516
$248K 0.03%
3,784
+100
517
$246K 0.03%
+16,860
518
$245K 0.03%
5,108
+280
519
$245K 0.03%
10,743
+38
520
$244K 0.03%
3,865
+9
521
$244K 0.03%
6,000
+2,000
522
$244K 0.03%
2,657
-28
523
$243K 0.03%
36,252
-2,194
524
$243K 0.03%
+1,953
525
$243K 0.03%
14,343
+210
19 20
21
22 23