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
176
$976K 0.14%
7,198
+240
177
$974K 0.14%
17,285
+463
178
$970K 0.13%
15,039
+152
179
$964K 0.13%
10,534
+1,676
180
$963K 0.13%
16,158
-356
181
$960K 0.13%
7,074
+140
182
$959K 0.13%
13,315
+896
183
$956K 0.13%
3,116
+50
184
$949K 0.13%
3,824
+94
185
$946K 0.13%
108,811
+702
186
$934K 0.13%
111,052
+3,362
187
$933K 0.13%
18,255
-51
188
$932K 0.13%
8,357
-138
189
$929K 0.13%
39,172
+982
190
$924K 0.13%
11,698
+217
191
$923K 0.13%
1,797
+38
192
$914K 0.13%
14,155
-240
193
$913K 0.13%
58,478
+6,569
194
$911K 0.13%
5,839
-57
195
$897K 0.12%
20,454
+786
196
$895K 0.12%
7,782
+987
197
$889K 0.12%
23,791
+686
198
$882K 0.12%
47,753
+81
199
$880K 0.12%
5,066
+201
200
$873K 0.12%
4,300
-127
6 7
8
9 10