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
576
$217K 0.03%
+2,487
577
$217K 0.03%
3,215
+110
578
$216K 0.03%
+1,324
579
$215K 0.03%
9,439
-157
580
$215K 0.03%
5,733
+69
581
$213K 0.03%
4,725
+95
582
$213K 0.03%
7,350
583
$213K 0.03%
+3,084
584
$211K 0.03%
1,641
-29
585
$211K 0.03%
1,652
586
$210K 0.03%
+1,059
587
$209K 0.03%
+7,333
588
$209K 0.03%
1,181
589
$209K 0.03%
+3,139
590
$208K 0.03%
+3,442
591
$208K 0.03%
+4,659
592
$208K 0.03%
+3,090
593
$206K 0.03%
+2,805
594
$206K 0.03%
853
595
$205K 0.03%
4,325
-963
596
$205K 0.03%
2,082
597
$205K 0.03%
7,621
598
$204K 0.03%
3,590
+54
599
$204K 0.03%
3,024
+169
600
$203K 0.03%
6,559
-639
22 23
24
25 26