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
301
$295K 0.08%
8,800
-1,404
302
$293K 0.08%
5,755
-1,388
303
$293K 0.08%
7,352
+216
304
$293K 0.08%
18,579
-193
305
$290K 0.08%
9,604
-582
306
$289K 0.08%
24,668
+944
307
$289K 0.08%
7,327
-53
308
$288K 0.08%
4,163
-182
309
$287K 0.08%
31,675
-2,480
310
$287K 0.08%
+36,816
311
$287K 0.08%
42,616
-3,160
312
$286K 0.08%
2,422
-132
313
$284K 0.08%
9,087
-1,612
314
$282K 0.08%
6,396
-506
315
$280K 0.08%
4,845
+628
316
$279K 0.08%
2,939
-157
317
$276K 0.08%
46,444
-6,967
318
$275K 0.08%
11,122
-2,014
319
$274K 0.08%
4,701
-70
320
$271K 0.08%
8,933
321
$270K 0.08%
13,589
-1,227
322
$267K 0.08%
+8,119
323
$267K 0.08%
13,437
+2,328
324
$267K 0.08%
3,500
325
$267K 0.08%
5,611
-167
11 12
13
14 15