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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
926
– –
-1,290
927
– –
-5,588
928
– –
-1,550
929
– –
-9,184
930
– –
-17,746
931
– –
-4,008
932
– –
-635
933
– –
-2,319
934
– –
-3,970
935
– –
-15,839
936
– –
-1,116
937
– –
-6,807
938
– –
-3,910
939
– –
-12,500
940
– –
-329,836
941
– –
-17,881
942
– –
-9,468
943
– –
-1,274
944
– –
-5,862
945
– –
-14,042
946
– –
-4,456
947
– –
-38,652
948
– –
-75,433
949
– –
-1,268
950
– –
-8,017
36 37
38
39 40