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
551
$229K 0.03%
4,171
+41
552
$228K 0.03%
30,420
-2,145
553
$228K 0.03%
10,402
554
$228K 0.03%
6,838
-110
555
$227K 0.03%
48,743
-24,678
556
$227K 0.03%
+5,877
557
$227K 0.03%
8,127
558
$227K 0.03%
+2,187
559
$227K 0.03%
+1,983
560
$225K 0.03%
+1,590
561
$225K 0.03%
+4,538
562
$224K 0.03%
+4,049
563
$223K 0.03%
2,380
-98
564
$223K 0.03%
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565
$223K 0.03%
+5,070
566
$223K 0.03%
+2,426
567
$223K 0.03%
6,000
568
$223K 0.03%
4,391
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569
$222K 0.03%
3,172
-90
570
$222K 0.03%
3,741
571
$219K 0.03%
7,078
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572
$219K 0.03%
21,517
+844
573
$219K 0.03%
+1,083
574
$218K 0.03%
+2,345
575
$218K 0.03%
4,872
-1,330
21 22
23
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