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
126
$1.29M 0.18%
70,368
+3,219
127
$1.28M 0.18%
12,476
+350
128
$1.27M 0.18%
8,686
+291
129
$1.27M 0.18%
10,595
-796
130
$1.26M 0.18%
19,613
+704
131
$1.25M 0.17%
139,490
+1,690
132
$1.23M 0.17%
7,974
+386
133
$1.23M 0.17%
40,587
+105
134
$1.22M 0.17%
12,480
+385
135
$1.21M 0.17%
4,850
+87
136
$1.21M 0.17%
3,768
-247
137
$1.21M 0.17%
6,702
+136
138
$1.2M 0.17%
25,936
+1,390
139
$1.2M 0.17%
8,373
+393
140
$1.19M 0.17%
7,677
+665
141
$1.19M 0.16%
30,348
+1,024
142
$1.18M 0.16%
3,520
+29
143
$1.17M 0.16%
9,494
+500
144
$1.17M 0.16%
161,563
+16
145
$1.17M 0.16%
12,786
-319
146
$1.17M 0.16%
7,381
+250
147
$1.16M 0.16%
25,876
-350
148
$1.15M 0.16%
6,799
-563
149
$1.14M 0.16%
11,275
-78
150
$1.14M 0.16%
16,327
-587
4 5
6
7 8