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
301
$975K 0.07%
15,531
+1,374
302
$975K 0.07%
367,134
+37,404
303
$973K 0.07%
57,820
+670
304
$970K 0.07%
22,617
+1,031
305
$963K 0.07%
10,237
-2,831
306
$959K 0.07%
5,446
+465
307
$958K 0.07%
834
+52
308
$949K 0.06%
33,485
+7,384
309
$946K 0.06%
3,128
+2,306
310
$945K 0.06%
10,196
-736
311
$928K 0.06%
5,888
+75
312
$922K 0.06%
50,000
+25,000
313
$918K 0.06%
3,863
+191
314
$895K 0.06%
5,328
+59
315
$894K 0.06%
10,905
-1,254
316
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2,828
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317
$878K 0.06%
17,856
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318
$877K 0.06%
6,754
-603
319
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10,992
-1,621
320
$869K 0.06%
7,317
-1,441
321
$865K 0.06%
9,705
+189
322
$860K 0.06%
6,023
+202
323
$860K 0.06%
3,494
+277
324
$858K 0.06%
7,559
+703
325
$857K 0.06%
3,546
+216
11 12
13
14 15