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
526
$477K 0.03%
21,954
+5,240
527
$477K 0.03%
2,994
-123
528
$476K 0.03%
27,456
+8,201
529
$475K 0.03%
10,066
+1,064
530
$474K 0.03%
3,700
+1,032
531
$473K 0.03%
10,121
-510
532
$472K 0.03%
1,246
+469
533
$468K 0.03%
53,333
-1,880
534
$468K 0.03%
5,689
+641
535
$467K 0.03%
2,288
-563
536
$466K 0.03%
3,676
+492
537
$466K 0.03%
130,249
-69,113
538
$464K 0.03%
7,432
+475
539
$458K 0.03%
2,623
+57
540
$458K 0.03%
8,402
+1,539
541
$456K 0.03%
20,772
-6,259
542
$456K 0.03%
4,364
+296
543
$456K 0.03%
12,198
+1,458
544
$454K 0.03%
2,785
+1,114
545
$450K 0.03%
6,455
-260
546
$445K 0.03%
40,966
+3,273
547
$445K 0.03%
8,875
-2,193
548
$444K 0.03%
25,745
+1,256
549
$436K 0.03%
25,668
550
$435K 0.03%
8,689
+319
20 21
22
23 24