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
151
$1.14M 0.16%
21,118
+776
152
$1.14M 0.16%
11,406
-722
153
$1.14M 0.16%
3,560
+254
154
$1.1M 0.15%
4,003
-466
155
$1.09M 0.15%
10,414
-556
156
$1.08M 0.15%
4,618
-60
157
$1.08M 0.15%
8,930
+864
158
$1.07M 0.15%
40,035
+248
159
$1.06M 0.15%
14,609
-2,010
160
$1.05M 0.15%
7,073
161
$1.05M 0.15%
7,658
-1,990
162
$1.05M 0.15%
24,535
+405
163
$1.03M 0.14%
30,368
+1,661
164
$1.03M 0.14%
13,233
+101
165
$1.03M 0.14%
19,483
+332
166
$1.02M 0.14%
55,640
-50
167
$1.02M 0.14%
120,375
-6,519
168
$1.02M 0.14%
20,781
+298
169
$1.02M 0.14%
9,474
+480
170
$1.02M 0.14%
7,606
+405
171
$1.02M 0.14%
15,599
+575
172
$1.02M 0.14%
19,380
+900
173
$1.01M 0.14%
12,251
-108
174
$998K 0.14%
9,962
175
$990K 0.14%
25,898
-710
5 6
7
8 9