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
$1.46B
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1
+$5.08M
2
+$3.81M
3
+$3.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.43M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.38M

Top Sells

1
+$25.4M
2
+$14.9M
3
+$9.02M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$2.98M
5
III icon
Information Services Group
III
+$2.25M

Sector Composition

1 Technology 23.42%
2 Healthcare 11.52%
3 Financials 9.27%
4 Consumer Discretionary 8.13%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.09%
28,506
-1,181
227
$1.35M 0.09%
29,250
+548
228
$1.34M 0.09%
12,498
+2,468
229
$1.34M 0.09%
13,726
+52
230
$1.33M 0.09%
3,519
+726
231
$1.33M 0.09%
8,572
-6
232
$1.33M 0.09%
2,252
-166
233
$1.33M 0.09%
6,491
+318
234
$1.33M 0.09%
10,465
+80
235
$1.31M 0.09%
41,731
+2,831
236
$1.31M 0.09%
4,089
+2,149
237
$1.3M 0.09%
50,000
238
$1.3M 0.09%
11,233
-77
239
$1.28M 0.09%
9,108
-398
240
$1.28M 0.09%
14,413
+697
241
$1.28M 0.09%
19,522
-2,438
242
$1.28M 0.09%
30,604
+1,205
243
$1.27M 0.09%
23,043
+1,780
244
$1.27M 0.09%
9,363
+332
245
$1.26M 0.09%
89,915
-54,292
246
$1.26M 0.09%
29,580
+1,750
247
$1.26M 0.09%
9,113
+1,437
248
$1.24M 0.08%
709
-93
249
$1.24M 0.08%
7,359
250
$1.22M 0.08%
1,861
+58
8 9
10
11 12