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
301
$295K 0.08%
8,800
-1,404
302
$295K 0.08%
19,469
+2,785
303
$293K 0.08%
18,579
-193
304
$293K 0.08%
6,474
-1,562
305
$293K 0.08%
7,352
+216
306
$290K 0.08%
9,604
-582
307
$289K 0.08%
24,668
+944
308
$289K 0.08%
7,327
-53
309
$288K 0.08%
4,163
-182
310
$287K 0.08%
31,675
-2,480
311
$287K 0.08%
42,616
-3,160
312
$287K 0.08%
+36,816
313
$286K 0.08%
2,422
-132
314
$284K 0.08%
9,087
-1,612
315
$282K 0.08%
6,396
-506
316
$280K 0.08%
4,845
+628
317
$279K 0.08%
2,939
-157
318
$276K 0.08%
46,444
-6,967
319
$275K 0.08%
11,122
-2,014
320
$274K 0.08%
4,701
-70
321
$271K 0.08%
8,933
322
$270K 0.08%
13,589
-1,227
323
$267K 0.08%
+8,119
324
$267K 0.08%
13,437
+2,328
325
$267K 0.08%
3,500
11 12
13
14 15