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
126
$694K 0.2%
6,338
-57
127
$686K 0.19%
15,667
-601
128
$682K 0.19%
9,599
-473
129
$680K 0.19%
6,257
+419
130
$680K 0.19%
12,531
-1,018
131
$671K 0.19%
19,169
+725
132
$667K 0.19%
33,760
133
$666K 0.19%
10,710
+324
134
$661K 0.19%
28,688
-1,094
135
$658K 0.19%
24,774
+378
136
$654K 0.18%
37,925
-733
137
$650K 0.18%
4,415
-50
138
$642K 0.18%
24,389
-1,378
139
$639K 0.18%
34,854
-3,369
140
$637K 0.18%
13,271
-951
141
$637K 0.18%
8,274
+144
142
$634K 0.18%
7,113
-240
143
$612K 0.17%
11,648
-1,111
144
$609K 0.17%
11,099
+648
145
$609K 0.17%
3,269
-86
146
$607K 0.17%
4,662
147
$605K 0.17%
58,684
+2,024
148
$603K 0.17%
71,242
+3,410
149
$594K 0.17%
6,011
150
$594K 0.17%
5,455
-93
4 5
6
7 8