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
651
$21K ﹤0.01%
210
652
$19K ﹤0.01%
257
653
$18K ﹤0.01%
289
+3
654
$18K ﹤0.01%
26,625
655
$8K ﹤0.01%
68
656
$5K ﹤0.01%
+100
657
$4K ﹤0.01%
34
658
$4K ﹤0.01%
60
659
$2K ﹤0.01%
87
660
$2K ﹤0.01%
+50
661
$1K ﹤0.01%
+44
662
– –
-4,376
663
– –
-10,716
664
– –
-5,160
665
– –
-8,662
666
– –
-150
667
– –
-4,914
668
– –
-6,045
669
– –
-326,076
670
– –
-27,069
671
– –
-1,505
672
– –
-10,138
673
– –
-1,440
674
– –
-1,851
675
– –
-2,804
24 25 26
27
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