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
101
$1.49M 0.21%
19,790
+630
102
$1.49M 0.21%
28,423
+2,663
103
$1.48M 0.21%
26,327
+334
104
$1.48M 0.2%
76,850
+7,600
105
$1.45M 0.2%
26,473
+2,178
106
$1.45M 0.2%
19,405
-958
107
$1.44M 0.2%
22,463
+1,230
108
$1.42M 0.2%
226,612
+11,063
109
$1.41M 0.2%
7,451
+1,073
110
$1.41M 0.2%
13,521
-1,280
111
$1.4M 0.19%
25,406
+205
112
$1.4M 0.19%
23,866
+44
113
$1.39M 0.19%
10,352
+13
114
$1.39M 0.19%
7,401
+397
115
$1.37M 0.19%
34,981
-2,299
116
$1.36M 0.19%
38,440
-442
117
$1.36M 0.19%
16,879
-164
118
$1.36M 0.19%
8,136
+207
119
$1.36M 0.19%
6,024
+310
120
$1.35M 0.19%
32,812
+881
121
$1.32M 0.18%
16,229
+228
122
$1.31M 0.18%
37,809
+1,933
123
$1.3M 0.18%
13,672
+2,908
124
$1.29M 0.18%
30,137
-1,530
125
$1.29M 0.18%
19,160
-1,826
3 4
5
6 7