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
601
$200K 0.03%
+2,210
602
$197K 0.03%
+10,408
603
$197K 0.03%
1,769
604
$194K 0.03%
1,205
605
$190K 0.03%
13,486
+941
606
$183K 0.03%
14,589
+1,309
607
$182K 0.03%
13,217
+921
608
$176K 0.02%
14,184
+1,091
609
$175K 0.02%
12,716
+967
610
$173K 0.02%
15,020
+1,052
611
$172K 0.02%
13,288
+1,004
612
$158K 0.02%
10,949
-1,945
613
$155K 0.02%
15,697
+4,323
614
$155K 0.02%
1,166
615
– –
0
616
$153K 0.02%
+10,756
617
$142K 0.02%
19,158
+1,336
618
$139K 0.02%
3,920
619
$130K 0.02%
1,688
620
$128K 0.02%
11,806
+199
621
$128K 0.02%
15,503
+74
622
$124K 0.02%
800
623
$123K 0.02%
+10,787
624
$121K 0.02%
3,153
+109
625
$121K 0.02%
10,586
-1,930
23 24
25
26 27