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
326
$266K 0.08%
9,909
-195
327
$265K 0.07%
5,613
-258
328
$263K 0.07%
532
329
$262K 0.07%
4,095
-370
330
$261K 0.07%
4,150
-352
331
$261K 0.07%
17,840
+7,161
332
$260K 0.07%
2,668
-44
333
$260K 0.07%
3,819
-125
334
$260K 0.07%
44
-2
335
$259K 0.07%
+2,843
336
$256K 0.07%
4,732
-450
337
$255K 0.07%
7,027
+863
338
$254K 0.07%
+5,052
339
$253K 0.07%
4,919
-121
340
$253K 0.07%
6,474
-340
341
$253K 0.07%
3,239
-285
342
$250K 0.07%
9,871
+865
343
$249K 0.07%
5,933
-430
344
$248K 0.07%
7,231
-394
345
$246K 0.07%
32,594
+608
346
$245K 0.07%
101,603
-14,051
347
$242K 0.07%
28,005
-2,635
348
$242K 0.07%
3,867
-40
349
$240K 0.07%
448
-17
350
$240K 0.07%
+2,298
12 13
14
15 16