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
26
$8.16M 0.56%
29,394
+983
27
$7.88M 0.54%
24,318
+1,484
28
$7.8M 0.53%
148,812
+4,272
29
$7.76M 0.53%
46,582
+4,885
30
$7.7M 0.53%
16,064
+1,882
31
$7.25M 0.49%
64,062
+44,851
32
$6.9M 0.47%
73,134
-5,656
33
$6.75M 0.46%
21,384
-31
34
$6.37M 0.43%
101,287
+16,153
35
$6.13M 0.42%
17,670
-292
36
$6.12M 0.42%
24,769
+1,098
37
$6.01M 0.41%
55,351
+7,347
38
$5.77M 0.39%
25,683
+771
39
$5.72M 0.39%
183,822
-1,277
40
$5.69M 0.39%
133,434
-2,838
41
$5.6M 0.38%
15,301
-3
42
$5.49M 0.37%
37,904
+1,649
43
$5.45M 0.37%
97,824
+3,950
44
$5.2M 0.36%
67,586
+3,675
45
$5.12M 0.35%
59,839
+5,354
46
$5.07M 0.35%
23,334
-1,136
47
$5.07M 0.35%
9,338
+155
48
$5.03M 0.34%
39,347
+9,329
49
$4.92M 0.34%
121,431
+3,906
50
$4.87M 0.33%
22,845
+1,067
1
2
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