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
26
$2.13M 0.6%
25,315
+344
27
$2.11M 0.59%
10,763
+828
28
$2.07M 0.58%
51,076
-2,532
29
$2.06M 0.58%
82,188
-8,142
30
$2.04M 0.58%
42,108
-826
31
$1.92M 0.54%
7,386
32
$1.89M 0.53%
23,333
-783
33
$1.87M 0.53%
70,093
+1,550
34
$1.87M 0.53%
22,702
-346
35
$1.82M 0.51%
15,450
-556
36
$1.81M 0.51%
19,121
-604
37
$1.81M 0.51%
37,082
+906
38
$1.76M 0.5%
14,723
-786
39
$1.75M 0.49%
17,331
-1,317
40
$1.62M 0.46%
105,613
-8,592
41
$1.61M 0.45%
98,920
-3,040
42
$1.56M 0.44%
13,045
+648
43
$1.56M 0.44%
22,052
-13,476
44
$1.53M 0.43%
15,374
-360
45
$1.53M 0.43%
36,534
-541
46
$1.5M 0.42%
20,771
-1,105
47
$1.49M 0.42%
18,847
-470
48
$1.47M 0.41%
17,104
-725
49
$1.46M 0.41%
9,370
+179
50
$1.41M 0.4%
17,389
-269
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2
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