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
251
$1.21M 0.08%
25,545
+1,908
252
$1.19M 0.08%
7,999
+1,860
253
$1.18M 0.08%
6,413
+459
254
$1.16M 0.08%
11,168
+820
255
$1.16M 0.08%
21,056
-457
256
$1.16M 0.08%
13,721
+1,225
257
$1.16M 0.08%
22,070
+1,166
258
$1.16M 0.08%
8,491
-282
259
$1.16M 0.08%
5,118
+374
260
$1.16M 0.08%
48,390
+47
261
$1.16M 0.08%
27,806
-816
262
$1.15M 0.08%
34,250
263
$1.15M 0.08%
23,471
+12,318
264
$1.15M 0.08%
37,442
+3,471
265
$1.14M 0.08%
35,500
-258
266
$1.14M 0.08%
11,997
-921
267
$1.14M 0.08%
12,214
+1,049
268
$1.14M 0.08%
24,864
+1,983
269
$1.14M 0.08%
4,051
-87
270
$1.11M 0.08%
111,637
+18,191
271
$1.1M 0.08%
13,430
+2,370
272
$1.1M 0.08%
214,929
+19,153
273
$1.1M 0.07%
18,039
+625
274
$1.09M 0.07%
26,164
+6,031
275
$1.09M 0.07%
12,002
+3,464
9 10
11
12 13