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
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902
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903
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904
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-1,313
905
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906
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-7,638
907
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-8
908
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-1,724
909
– –
-3,628
910
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-8,031
911
– –
-9,943
912
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-1,743
913
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-3,910
914
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-12,500
915
– –
-329,836
916
– –
-14,042
917
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-38,652
918
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919
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-11,876
920
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-1,854
921
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-5,888
922
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-11,830
923
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-3,693
924
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-3,469
925
– –
-7,011
35 36
37
38 39