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
701
$284K 0.02%
3,248
+55
702
$284K 0.02%
5,936
+666
703
$283K 0.02%
12,538
+1,064
704
$283K 0.02%
8,311
+92
705
$282K 0.02%
3,204
-1
706
$281K 0.02%
1,337
-257
707
$278K 0.02%
+5,603
708
$278K 0.02%
4,204
709
$277K 0.02%
5,320
+1,031
710
$277K 0.02%
5,465
-1,075
711
$276K 0.02%
4,082
-13
712
$276K 0.02%
9,555
-2,175
713
$274K 0.02%
69,913
+9,146
714
$273K 0.02%
7,642
-564
715
$273K 0.02%
5,860
716
$273K 0.02%
6,519
-117
717
$271K 0.02%
704
+125
718
$270K 0.02%
+5,000
719
$270K 0.02%
1,941
+8
720
$270K 0.02%
+6,017
721
$267K 0.02%
3,076
+128
722
$266K 0.02%
3,700
723
$265K 0.02%
10,733
-1,694
724
$263K 0.02%
3,796
-24
725
$263K 0.02%
28,205
-4,633
27 28
29
30 31