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
601
$377K 0.03%
6,129
+346
602
$376K 0.03%
3,571
+87
603
$376K 0.03%
+5,694
604
$374K 0.03%
6,798
+84
605
$373K 0.03%
6,762
+11
606
$372K 0.03%
10,000
+5,000
607
$372K 0.03%
12,279
+1,987
608
$371K 0.03%
16,354
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609
$370K 0.03%
2,144
-61
610
$369K 0.03%
6,984
-3,191
611
$366K 0.03%
2,569
-24
612
$365K 0.02%
+4,774
613
$363K 0.02%
+11,598
614
$363K 0.02%
5,077
+223
615
$363K 0.02%
4,329
+2,111
616
$360K 0.02%
71,672
+23,369
617
$359K 0.02%
39,393
-1,688
618
$359K 0.02%
14,852
-6,866
619
$357K 0.02%
40,898
-1,232
620
$356K 0.02%
26,400
+13,200
621
$355K 0.02%
12,714
-982
622
$355K 0.02%
7,497
-180
623
$355K 0.02%
+6,245
624
$352K 0.02%
4,400
625
$348K 0.02%
3,813
+1,400
23 24
25
26 27