LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$18M 5.09%
95
2
$10.8M 3.04%
463,748
+12,080
3
$10.1M 2.84%
99,862
-15,867
4
$8.09M 2.28%
325,433
+949
5
$7.52M 2.12%
180,406
-5,708
6
$6.67M 1.88%
73,835
+203
7
$6.47M 1.83%
246,040
+644
8
$5.48M 1.55%
63,913
-749
9
$4.95M 1.4%
22,207
+115
10
$4.7M 1.33%
85,133
+665
11
$4.49M 1.27%
42,867
+604
12
$4.1M 1.16%
32,588
-746
13
$3.85M 1.09%
30,410
-931
14
$3.73M 1.05%
129,134
-5,850
15
$3.67M 1.04%
46,665
-1,976
16
$3.57M 1.01%
27,322
-673
17
$3.43M 0.97%
41,353
+2,040
18
$3.38M 0.95%
64,232
-1,444
19
$3.26M 0.92%
115,724
-4,841
20
$3M 0.85%
17,294
-305
21
$2.76M 0.78%
27,117
-2,166
22
$2.65M 0.75%
29,647
-2,649
23
$2.61M 0.74%
61,615
-3,743
24
$2.58M 0.73%
83,362
-15,304
25
$2.26M 0.64%
39,168
-1,753
1
2 3 4 5