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 15.27%
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
426
$74K 0.02%
11,064
427
$70K 0.02%
19,610
-1,449
428
$58K 0.02%
19,495
-8,587
429
$53K 0.02%
14,229
-22
430
$52K 0.01%
11,840
-157
431
$50K 0.01%
21,812
-4,584
432
$41K 0.01%
997
-44
433
$38K 0.01%
10,303
-6,680
434
– –
-7,685
435
– –
-14,805
436
– –
-9,609
437
– –
-13,095
438
– –
-8,196
439
– –
-10,816
440
– –
-12,317
441
– –
-3,698
442
– –
-2,845
443
– –
-20,355
444
– –
-1,450
445
– –
-11,475
446
– –
-12,020
447
– –
-4,462
448
– –
-5,348
449
– –
-3,922
450
– –
-5,657
15 16 17
18
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