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
76
$1.03M 0.29%
19,500
-2,850
77
$1.01M 0.28%
15,078
+431
78
$999K 0.28%
11,513
+305
79
$991K 0.28%
9,652
-635
80
$974K 0.28%
8,454
-457
81
$971K 0.27%
25,098
+1,366
82
$970K 0.27%
25,018
-708
83
$957K 0.27%
11,705
-645
84
$945K 0.27%
10,497
+5,146
85
$943K 0.27%
5,632
-73
86
$942K 0.27%
10,976
-286
87
$936K 0.26%
13,445
-1,705
88
$910K 0.26%
10,711
-463
89
$902K 0.25%
14,140
-551
90
$895K 0.25%
21,874
+1,545
91
$882K 0.25%
2,797
+13
92
$871K 0.25%
8,852
-543
93
$865K 0.24%
6,797
+278
94
$863K 0.24%
8,094
-892
95
$862K 0.24%
71,022
+3,045
96
$857K 0.24%
7,335
-201
97
$854K 0.24%
9,632
+12
98
$849K 0.24%
8,173
+99
99
$838K 0.24%
10,151
+481
100
$830K 0.23%
11,815
-833
2 3
4
5 6