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
51
$4.78M 0.33%
127,700
+24,396
52
$4.53M 0.31%
18,608
+1,352
53
$4.44M 0.3%
43,435
+1,919
54
$4.36M 0.3%
69,790
-800
55
$4.32M 0.29%
65,388
+5,942
56
$4.31M 0.29%
26,104
+2,507
57
$4.27M 0.29%
8,966
+1,286
58
$4.24M 0.29%
50,558
59
$4.22M 0.29%
60,391
+3,508
60
$4.17M 0.28%
16,324
+3,427
61
$4.17M 0.28%
106,196
+5,232
62
$4.08M 0.28%
74,761
+26,091
63
$4.03M 0.28%
230,690
+13,660
64
$3.99M 0.27%
170,120
-3,016
65
$3.99M 0.27%
47,168
+1,483
66
$3.85M 0.26%
50,361
+2,681
67
$3.81M 0.26%
24,771
-571
68
$3.78M 0.26%
74,457
-6,782
69
$3.78M 0.26%
17,978
+42
70
$3.77M 0.26%
11,181
-986
71
$3.75M 0.26%
24,347
+1,739
72
$3.7M 0.25%
16,929
-76
73
$3.62M 0.25%
9,384
+646
74
$3.58M 0.24%
28,765
-72,417
75
$3.57M 0.24%
89,025
+257
1 2
3
4 5