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
851
$137K 0.01%
15,895
-10,730
852
$134K 0.01%
+11,642
853
$134K 0.01%
23,663
-8,627
854
$134K 0.01%
+13,010
855
$132K 0.01%
25,864
-2,406
856
$126K 0.01%
+10,680
857
$124K 0.01%
+4,667
858
$122K 0.01%
48,411
-1,243
859
$121K 0.01%
22,374
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860
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12,713
-13,923
861
$119K 0.01%
11,144
862
$119K 0.01%
10,230
863
$118K 0.01%
12,236
-5,819
864
$118K 0.01%
10,674
865
$113K 0.01%
14,126
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866
$109K 0.01%
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867
$102K 0.01%
16,020
-1,153
868
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869
$98K 0.01%
23,451
-26,849
870
$91K 0.01%
31,056
-3,772
871
$91K 0.01%
1,485
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872
$88K 0.01%
11,837
873
$85K 0.01%
3,000
-1,000
874
$83K 0.01%
130
+1
875
$76K 0.01%
25,648
33 34
35
36 37