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
76
$1.93M 0.27%
24,059
+1,039
77
$1.92M 0.27%
35,902
+1,522
78
$1.91M 0.27%
13,001
+278
79
$1.89M 0.26%
161,177
-18,837
80
$1.82M 0.25%
75,546
+546
81
$1.8M 0.25%
8,644
+1,894
82
$1.79M 0.25%
18,023
+51
83
$1.74M 0.24%
14,860
+177
84
$1.74M 0.24%
6,822
-48
85
$1.73M 0.24%
10,958
+1,382
86
$1.72M 0.24%
11,899
+231
87
$1.71M 0.24%
63,544
-264
88
$1.69M 0.23%
971
+41
89
$1.69M 0.23%
14,151
+589
90
$1.68M 0.23%
23,156
-2,608
91
$1.65M 0.23%
24,592
-4,171
92
$1.64M 0.23%
63,990
+7,620
93
$1.6M 0.22%
18,987
+1,859
94
$1.6M 0.22%
17,215
+401
95
$1.6M 0.22%
27,315
+242
96
$1.58M 0.22%
40,963
+1
97
$1.56M 0.22%
63,940
-1,658
98
$1.55M 0.21%
21,022
+281
99
$1.53M 0.21%
10,487
+1,595
100
$1.53M 0.21%
18,559
+1,301
2 3
4
5 6