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
451
$586K 0.04%
52,666
+284
452
$584K 0.04%
6,178
+1,071
453
$584K 0.04%
2,786
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454
$581K 0.04%
6,018
+78
455
$580K 0.04%
+9,791
456
$579K 0.04%
17,653
+7,653
457
$578K 0.04%
14,968
+226
458
$573K 0.04%
10,322
+1,564
459
$571K 0.04%
11,631
+394
460
$569K 0.04%
6,454
+2,543
461
$569K 0.04%
8,341
+2,765
462
$566K 0.04%
18,614
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463
$565K 0.04%
5,233
+2,483
464
$564K 0.04%
15,819
+2,625
465
$562K 0.04%
17,989
+8,539
466
$562K 0.04%
21,885
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467
$559K 0.04%
1,900
-124
468
$558K 0.04%
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469
$556K 0.04%
20,460
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470
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5,952
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471
$553K 0.04%
5,695
+1,456
472
$551K 0.04%
8,082
+2,287
473
$551K 0.04%
59,797
-10,447
474
$550K 0.04%
40,427
+5,535
475
$549K 0.04%
6,886
+1,589
17 18
19
20 21