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
101
$821K 0.23%
4,853
-556
102
$814K 0.23%
15,395
-784
103
$811K 0.23%
18,217
-734
104
$808K 0.23%
6,475
-248
105
$795K 0.22%
10,825
-801
106
$784K 0.22%
6,823
+697
107
$775K 0.22%
13,018
+1,566
108
$772K 0.22%
36,640
-815
109
$769K 0.22%
8,783
-192
110
$761K 0.21%
123,678
+938
111
$758K 0.21%
49,569
-3,656
112
$754K 0.21%
5,673
-442
113
$744K 0.21%
27,647
-259
114
$740K 0.21%
58,714
+529
115
$737K 0.21%
19,834
+1,568
116
$736K 0.21%
20,915
-214
117
$728K 0.21%
13,347
-340
118
$728K 0.21%
12,572
-380
119
$723K 0.2%
601
-33
120
$719K 0.2%
23,848
-168
121
$710K 0.2%
4,265
-90
122
$698K 0.2%
18,566
-790
123
$698K 0.2%
11,245
+135
124
$698K 0.2%
8,677
-476
125
$694K 0.2%
9,536
-221
3 4
5
6 7