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
376
$221K 0.06%
4,201
-590
377
$221K 0.06%
4,139
378
$221K 0.06%
2,728
-164
379
$220K 0.06%
2,892
-1,400
380
$220K 0.06%
3,213
-498
381
$220K 0.06%
4,038
-437
382
$219K 0.06%
+5,894
383
$219K 0.06%
+2,330
384
$218K 0.06%
2,309
-381
385
$218K 0.06%
12,667
+523
386
$217K 0.06%
4,545
-437
387
$216K 0.06%
+4,887
388
$215K 0.06%
10,068
-605
389
$212K 0.06%
3,570
-265
390
$212K 0.06%
+5,434
391
$212K 0.06%
+8,737
392
$210K 0.06%
4,269
-204
393
$209K 0.06%
+2,234
394
$208K 0.06%
9,018
-228
395
$208K 0.06%
4,130
-95
396
$208K 0.06%
+7,021
397
$207K 0.06%
+2,786
398
$207K 0.06%
7,954
-787
399
$207K 0.06%
+3,078
400
$205K 0.06%
4,268
-154
14 15
16
17 18