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
626
$344K 0.02%
221,538
+6,316
627
$343K 0.02%
64,857
+33,860
628
$342K 0.02%
1,701
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629
$342K 0.02%
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630
$341K 0.02%
3,301
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631
$341K 0.02%
7,117
+1,498
632
$340K 0.02%
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633
$340K 0.02%
18,000
+9,000
634
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1,243
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635
$338K 0.02%
2,571
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636
$337K 0.02%
2,784
637
$337K 0.02%
8,807
-21
638
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4,541
639
$334K 0.02%
9,569
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640
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2,662
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641
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645
$328K 0.02%
5,626
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$326K 0.02%
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647
$325K 0.02%
4,441
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648
$322K 0.02%
12,443
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649
$322K 0.02%
+13,908
650
$321K 0.02%
2,261
-186
24 25
26
27 28