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
551
$434K 0.03%
9,485
+5,500
552
$426K 0.03%
2,346
-69
553
$424K 0.03%
4,169
-467
554
$417K 0.03%
1,950
+157
555
$417K 0.03%
+4,981
556
$415K 0.03%
11,503
+636
557
$414K 0.03%
1,980
+1,044
558
$413K 0.03%
10,655
+2,400
559
$412K 0.03%
16,038
-177
560
$411K 0.03%
49,907
+25,955
561
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1,500
-54,575
562
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1
-62
563
$408K 0.03%
11,916
-320
564
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46,563
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565
$404K 0.03%
8,591
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566
$402K 0.03%
3,793
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567
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5,685
+111
568
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4,659
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569
$401K 0.03%
5,829
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570
$401K 0.03%
12,009
-3,071
571
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6,943
+11
572
$399K 0.03%
16,776
+3,296
573
$397K 0.03%
8,067
574
$394K 0.03%
192,941
+76,818
575
$393K 0.03%
12,075
-3,339
21 22
23
24 25