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
801
$210K 0.01%
14,556
802
$209K 0.01%
3,653
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803
$208K 0.01%
2,851
+39
804
$206K 0.01%
4,080
805
$205K 0.01%
2,943
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806
$204K 0.01%
+11,348
807
$204K 0.01%
1,202
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808
$204K 0.01%
+12,972
809
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15,562
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810
$203K 0.01%
45,011
+382
811
$203K 0.01%
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812
$203K 0.01%
+1,024
813
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834
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814
$201K 0.01%
20,109
815
$200K 0.01%
5,837
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816
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+18,213
817
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818
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819
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820
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821
$187K 0.01%
12,203
822
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+11,810
823
$184K 0.01%
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824
$180K 0.01%
80,579
-7,970
825
$178K 0.01%
23,148
+11,574
31 32
33
34 35