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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$5.56M
2
+$4.02M
3
+$3.77M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.51M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.44M

Top Sells

1
+$29.2M
2
+$17.1M
3
+$11.5M
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
901
– –
-8,019
902
– –
-3,628
903
– –
-4,199
904
– –
-1,991
905
– –
-5,724
906
– –
-1,050
907
– –
-1,940
908
– –
-1,897
909
– –
-43,300
910
– –
-747
911
– –
-387
912
– –
-3,785
913
– –
-1,313
914
– –
-1,175
915
– –
-7,638
916
– –
-8
917
– –
-1,724
918
– –
-7,011
919
– –
-2,545
920
– –
-8,683
921
– –
-18,525
922
– –
-9,100
923
– –
-4,834
924
– –
-28,200
925
– –
-4,849
35 36
37
38 39