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
576
$392K 0.03%
11,270
+3,500
577
$392K 0.03%
3,233
-326
578
$392K 0.03%
7,770
579
$390K 0.03%
10,385
-48
580
$390K 0.03%
3,716
+902
581
$389K 0.03%
15,964
+91
582
$389K 0.03%
10,199
+476
583
$389K 0.03%
33,575
+3,344
584
$386K 0.03%
1,986
+205
585
$386K 0.03%
6,054
+149
586
$386K 0.03%
90,240
+43,990
587
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4,269
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588
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3,886
+463
589
$384K 0.03%
22,902
+6,183
590
$383K 0.03%
3,416
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591
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31,444
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592
$381K 0.03%
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593
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10,058
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594
$381K 0.03%
31,959
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595
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11,508
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596
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1,657
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597
$380K 0.03%
12,815
598
$379K 0.03%
3,183
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599
$379K 0.03%
6,900
-706
600
$377K 0.03%
9,208
-175
22 23
24
25 26