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
751
$244K 0.02%
8,079
-688
752
$242K 0.02%
11,502
+774
753
$242K 0.02%
645
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754
$242K 0.02%
5,479
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755
$242K 0.02%
8,458
-2,546
756
$241K 0.02%
+1,814
757
$241K 0.02%
1,221
-164
758
$239K 0.02%
12,043
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759
$238K 0.02%
2,352
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760
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761
$235K 0.02%
497
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762
$235K 0.02%
3,925
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763
$234K 0.02%
8,535
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764
$234K 0.02%
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+3
765
$234K 0.02%
3,935
-1,871
766
$233K 0.02%
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769
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3,213
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47,708
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771
$231K 0.02%
14,712
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772
$231K 0.02%
6,064
-1,918
773
$231K 0.02%
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-64
774
$231K 0.02%
+8,406
775
$229K 0.02%
5,786
-168
29 30
31
32 33