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
276
$331K 0.09%
15,093
-252
277
$330K 0.09%
6,298
-60
278
$329K 0.09%
10,582
-1,360
279
$329K 0.09%
98,210
-3,475
280
$329K 0.09%
9,842
-11,628
281
$329K 0.09%
3,961
-57
282
$326K 0.09%
24,948
-4,698
283
$326K 0.09%
19,088
-3,960
284
$325K 0.09%
8,106
-66
285
$319K 0.09%
14,471
+409
286
$318K 0.09%
6,671
-132
287
$317K 0.09%
3,614
-17
288
$313K 0.09%
8,257
-426
289
$311K 0.09%
25,755
-2,848
290
$311K 0.09%
16,077
-1,123
291
$310K 0.09%
4,210
-67
292
$308K 0.09%
13,671
-2,160
293
$308K 0.09%
7,269
+23
294
$308K 0.09%
13,489
-1,587
295
$304K 0.09%
3,373
-11
296
$303K 0.09%
6,242
+939
297
$300K 0.08%
24,256
-788
298
$299K 0.08%
9,520
+98
299
$297K 0.08%
4,096
+10
300
$297K 0.08%
2,477
-312
10 11
12
13 14