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
201
$441K 0.12%
4,897
-165
202
$439K 0.12%
4,348
+21
203
$434K 0.12%
8,308
-35
204
$434K 0.12%
8,273
-210
205
$431K 0.12%
3,952
+467
206
$431K 0.12%
12,068
+285
207
$430K 0.12%
4,147
-1,624
208
$430K 0.12%
13,942
-880
209
$429K 0.12%
10,074
-316
210
$428K 0.12%
2,499
+289
211
$427K 0.12%
11,711
+1,302
212
$422K 0.12%
3,582
213
$418K 0.12%
4,630
-1,254
214
$413K 0.12%
6,349
-514
215
$412K 0.12%
5,548
-319
216
$412K 0.12%
5,116
-91
217
$412K 0.12%
26,788
-3,172
218
$410K 0.12%
3,447
-855
219
$408K 0.12%
79,286
-16,319
220
$407K 0.11%
6,527
-613
221
$407K 0.11%
5,686
-425
222
$407K 0.11%
5,278
+114
223
$407K 0.11%
2,531
-330
224
$407K 0.11%
12,300
-258
225
$402K 0.11%
24,864
-3,448
7 8
9
10 11