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
676
$304K 0.02%
11,090
+2,051
677
$303K 0.02%
3,323
+612
678
$302K 0.02%
10,195
-565
679
$301K 0.02%
1,645
+291
680
$300K 0.02%
1,267
+36
681
$300K 0.02%
+22,725
682
$299K 0.02%
6,484
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683
$297K 0.02%
6,492
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684
$296K 0.02%
4,976
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685
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686
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7,708
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687
$294K 0.02%
3,226
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688
$294K 0.02%
29,689
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689
$294K 0.02%
1,678
690
$293K 0.02%
3,420
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691
$292K 0.02%
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692
$292K 0.02%
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693
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694
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11,300
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695
$289K 0.02%
3,227
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696
$289K 0.02%
822
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697
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+2,798
698
$288K 0.02%
12,009
699
$287K 0.02%
6,827
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700
$286K 0.02%
4,190
-645
26 27
28
29 30