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
51
$1.39M 0.39%
43,352
-478
52
$1.39M 0.39%
10,913
-388
53
$1.36M 0.38%
31,459
-2,200
54
$1.34M 0.38%
16,544
+687
55
$1.31M 0.37%
22,657
+211
56
$1.31M 0.37%
19,418
+1,406
57
$1.29M 0.36%
10,868
-496
58
$1.25M 0.35%
54,348
-1,414
59
$1.25M 0.35%
17,994
-50
60
$1.25M 0.35%
28,458
+329
61
$1.24M 0.35%
16,739
+849
62
$1.18M 0.33%
43,996
-962
63
$1.14M 0.32%
26,343
-1,236
64
$1.12M 0.32%
52,273
-3,316
65
$1.11M 0.31%
117,723
-1,180
66
$1.11M 0.31%
19,622
+930
67
$1.11M 0.31%
21,008
-668
68
$1.08M 0.31%
15,859
-1,014
69
$1.08M 0.3%
22,893
-2,658
70
$1.07M 0.3%
22,460
-1,108
71
$1.07M 0.3%
14,670
-303
72
$1.05M 0.3%
13,900
-655
73
$1.05M 0.3%
19,669
+2,503
74
$1.04M 0.29%
15,636
+728
75
$1.04M 0.29%
16,682
-1,337
1 2
3
4 5