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
401
$657K 0.04%
10,085
+219
402
$656K 0.04%
8,544
403
$656K 0.04%
8,083
+5,493
404
$652K 0.04%
36,853
+3,756
405
$650K 0.04%
24,733
-30
406
$650K 0.04%
5,245
+55
407
$649K 0.04%
7,923
+612
408
$649K 0.04%
23,650
-78
409
$648K 0.04%
19,273
+503
410
$647K 0.04%
1,569
-14
411
$645K 0.04%
9,026
+2,191
412
$643K 0.04%
+2,297
413
$639K 0.04%
7,630
+2,579
414
$637K 0.04%
12,519
+2,973
415
$634K 0.04%
7,511
+1,278
416
$634K 0.04%
5,912
+889
417
$632K 0.04%
13,157
+580
418
$630K 0.04%
51,500
+25,750
419
$630K 0.04%
9,808
-1,829
420
$630K 0.04%
11,481
-740
421
$629K 0.04%
23,280
+4,202
422
$627K 0.04%
3,258
-259
423
$626K 0.04%
30,000
+15,000
424
$622K 0.04%
34,671
+10,694
425
$622K 0.04%
8,818
+50
15 16
17
18 19