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
626
$118K 0.02%
20,731
+766
627
$117K 0.02%
1,944
+8
628
$115K 0.02%
1,013
629
$114K 0.02%
1,000
630
$102K 0.01%
33,583
-10,735
631
$102K 0.01%
916
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632
$95K 0.01%
1,143
633
$94K 0.01%
18,382
634
$94K 0.01%
+1,000
635
$92K 0.01%
56
636
$85K 0.01%
1,120
637
$84K 0.01%
568
638
$83K 0.01%
838
639
$79K 0.01%
1,472
-2,501
640
$64K 0.01%
600
641
$63K 0.01%
1,857
642
$61K 0.01%
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643
$59K 0.01%
725
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644
$53K 0.01%
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645
$53K 0.01%
1,343
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646
$53K 0.01%
636
647
$38K 0.01%
870
648
$37K 0.01%
436
649
$37K 0.01%
+220
650
$30K ﹤0.01%
917
24 25
26
27 28