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
726
$263K 0.02%
2,941
+421
727
$262K 0.02%
1,809
-537
728
$261K 0.02%
8,447
+31
729
$260K 0.02%
1,385
-48
730
$258K 0.02%
3,092
+178
731
$258K 0.02%
+9,163
732
$257K 0.02%
5,244
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733
$254K 0.02%
5,283
-700
734
$253K 0.02%
3,145
735
$253K 0.02%
2,673
-21
736
$253K 0.02%
17,151
-205
737
$251K 0.02%
3,212
+580
738
$251K 0.02%
4,156
-1,156
739
$251K 0.02%
5,471
-2,336
740
$251K 0.02%
9,594
-13,800
741
$250K 0.02%
6,359
742
$250K 0.02%
7,167
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743
$249K 0.02%
2,120
+104
744
$249K 0.02%
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745
$247K 0.02%
+2,173
746
$247K 0.02%
9,082
+2,500
747
$245K 0.02%
1,418
748
$244K 0.02%
+7,195
749
$244K 0.02%
8,485
-181
750
$244K 0.02%
8,445
-940
28 29
30
31 32