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
426
$621K 0.04%
10,694
+3,003
427
$621K 0.04%
20,334
+11,462
428
$619K 0.04%
21,139
+574
429
$614K 0.04%
8,242
-2,762
430
$612K 0.04%
118,398
-587
431
$610K 0.04%
46,022
-563
432
$609K 0.04%
5,729
+463
433
$606K 0.04%
13,775
-174
434
$605K 0.04%
6,629
+2,819
435
$605K 0.04%
7,147
+1,164
436
$602K 0.04%
11,663
+76
437
$602K 0.04%
5,726
+643
438
$601K 0.04%
4,169
+400
439
$599K 0.04%
9,053
+1,193
440
$599K 0.04%
49,808
-3,078
441
$597K 0.04%
7,145
+22
442
$597K 0.04%
48,272
+6,458
443
$596K 0.04%
24,063
-2,217
444
$594K 0.04%
6,094
-1,572
445
$593K 0.04%
31,614
-1,117
446
$592K 0.04%
15,708
447
$591K 0.04%
25,609
+1,304
448
$590K 0.04%
10,626
+364
449
$590K 0.04%
110,523
-6,761
450
$587K 0.04%
19,909
+4,040
16 17
18
19 20