LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
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
251
$362K 0.1%
12,635
+4,190
252
$358K 0.1%
2,980
-117
253
$356K 0.1%
23,012
-865
254
$356K 0.1%
8,589
-235
255
$355K 0.1%
6,079
+53
256
$355K 0.1%
1,406
-143
257
$355K 0.1%
4,467
-2,406
258
$354K 0.1%
10,073
-1,258
259
$351K 0.1%
9,638
260
$349K 0.1%
4,299
-273
261
$348K 0.1%
+13,752
262
$347K 0.1%
15,646
-1,624
263
$347K 0.1%
+3,426
264
$346K 0.1%
2,420
-24
265
$344K 0.1%
4,461
-2,661
266
$344K 0.1%
8,098
-755
267
$343K 0.1%
3,728
-158
268
$341K 0.1%
5,519
-573
269
$341K 0.1%
1,900
270
$340K 0.1%
10,388
+1,805
271
$333K 0.09%
+5,521
272
$333K 0.09%
3,362
-243
273
$333K 0.09%
9,205
-915
274
$332K 0.09%
8,092
-71
275
$331K 0.09%
15,093
-252
9 10
11
12 13