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
476
$549K 0.04%
1,658
+13
477
$547K 0.04%
8,646
+647
478
$546K 0.04%
5,756
-1,395
479
$545K 0.04%
8,324
+244
480
$538K 0.04%
7,000
+3,500
481
$537K 0.04%
45,961
+2,440
482
$535K 0.04%
7,655
-165
483
$534K 0.04%
2,460
+40
484
$533K 0.04%
37,464
+8,500
485
$531K 0.04%
189,688
-712
486
$531K 0.04%
19,020
+82
487
$523K 0.04%
+8,850
488
$523K 0.04%
3,105
+280
489
$520K 0.04%
2,900
+142
490
$519K 0.04%
21,941
+14,818
491
$519K 0.04%
15,490
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17,363
-2,766
493
$517K 0.04%
7,740
-592
494
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3,190
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495
$516K 0.04%
12,173
-226
496
$516K 0.04%
14,330
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497
$512K 0.03%
87,194
+28,499
498
$510K 0.03%
156,564
+4,299
499
$508K 0.03%
+11,094
500
$506K 0.03%
2,456
+519
18 19
20
21 22