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
776
$228K 0.02%
9,772
-2,332
777
$227K 0.02%
+5,767
778
$227K 0.02%
5,450
779
$227K 0.02%
+1,228
780
$226K 0.02%
6,777
+698
781
$226K 0.02%
+1,039
782
$225K 0.02%
1,823
-62
783
$223K 0.02%
30,108
-1,943
784
$223K 0.02%
24,561
+1,874
785
$222K 0.02%
+83,489
786
$221K 0.02%
1,687
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787
$219K 0.01%
6,968
-5,607
788
$218K 0.01%
+8,848
789
$218K 0.01%
+10,699
790
$217K 0.01%
1,693
-125
791
$217K 0.01%
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792
$217K 0.01%
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793
$216K 0.01%
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794
$216K 0.01%
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795
$213K 0.01%
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796
$213K 0.01%
1,586
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797
$213K 0.01%
3,163
+749
798
$212K 0.01%
4,234
+56
799
$212K 0.01%
3,576
+493
800
$211K 0.01%
7,392
+517
30 31
32
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