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
51
$2.91M 0.4%
30,109
+1,535
52
$2.88M 0.4%
16,681
+93
53
$2.81M 0.39%
39,171
-3,658
54
$2.8M 0.39%
19,517
+1,000
55
$2.8M 0.39%
59,439
+59
56
$2.77M 0.38%
39,406
+1
57
$2.69M 0.37%
25,764
+797
58
$2.61M 0.36%
19,467
+956
59
$2.56M 0.36%
14,715
+621
60
$2.54M 0.35%
30,322
-6,686
61
$2.53M 0.35%
33,606
+1,429
62
$2.44M 0.34%
7,074
-28
63
$2.44M 0.34%
16,112
+320
64
$2.43M 0.34%
19,138
+395
65
$2.37M 0.33%
16,181
+954
66
$2.36M 0.33%
25,067
-3,000
67
$2.3M 0.32%
36,719
+2,957
68
$2.25M 0.31%
12,073
+608
69
$2.24M 0.31%
14,172
+133
70
$2.23M 0.31%
12,748
-209
71
$2.2M 0.3%
38,471
+622
72
$2.13M 0.3%
18,935
+126
73
$2.07M 0.29%
40,363
+5,385
74
$2.01M 0.28%
35,063
+1,382
75
$1.98M 0.28%
410,120
-520
1 2
3
4 5