LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$25.3M 3.51%
597,112
-32,796
2
$18.7M 2.6%
63
3
$17.6M 2.45%
206,209
+3,828
4
$16M 2.21%
291,644
-14,525
5
$13.8M 1.92%
186,326
+9,855
6
$10.6M 1.47%
93,042
7
$9.85M 1.37%
257,992
8
$9.47M 1.31%
53,662
+9
9
$8.85M 1.23%
63,303
+1,552
10
$8.56M 1.19%
146,320
+4,260
11
$7.93M 1.1%
94,872
+2,262
12
$7.64M 1.06%
38,549
+806
13
$7.61M 1.06%
276,914
+128,867
14
$7.23M 1%
137,200
+2,160
15
$6.74M 0.94%
62,708
+1,427
16
$6.53M 0.91%
61,014
+1,388
17
$5.94M 0.82%
403,296
-334,864
18
$5.13M 0.71%
95,605
-1,845
19
$5.03M 0.7%
204,744
+110
20
$4.89M 0.68%
142,467
+1,175
21
$4.87M 0.68%
42,735
+1,498
22
$4.86M 0.67%
18,193
+8
23
$4.78M 0.66%
38,204
+2,142
24
$4.72M 0.65%
51,370
-485
25
$4.58M 0.64%
24,163
+531
1
2 3 4 5