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
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$463K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$347K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$333K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$951K
4
AVNT icon
Avient
AVNT
+$550K
5
INTC icon
Intel
INTC
+$473K

Sector Composition

1 Financials 18.62%
2 Technology 15.31%
3 Healthcare 14.62%
4 Energy 9.25%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$398K 0.11%
8,122
-46
227
$395K 0.11%
6,803
+205
228
$395K 0.11%
3,888
-109
229
$392K 0.11%
95,470
-19,429
230
$388K 0.11%
6,372
-99
231
$387K 0.11%
3,033
-226
232
$387K 0.11%
4,363
-189
233
$386K 0.11%
3,469
-2,818
234
$383K 0.11%
28,281
+1,393
235
$382K 0.11%
3,705
-87
236
$382K 0.11%
5,129
-122
237
$381K 0.11%
5,256
-75
238
$380K 0.11%
6,342
-252
239
$380K 0.11%
22,564
-608
240
$379K 0.11%
6,117
+188
241
$378K 0.11%
2,451
+18
242
$378K 0.11%
55,668
243
$375K 0.11%
1,174
-18
244
$373K 0.11%
6,448
+19
245
$373K 0.11%
3,199
-1,097
246
$371K 0.1%
6,394
-223
247
$370K 0.1%
2,946
-30
248
$370K 0.1%
4,832
+2,027
249
$368K 0.1%
8,254
-118
250
$367K 0.1%
7,869
-245
8 9
10
11 12