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
951
– –
-1,991
952
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-5,724
953
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954
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-4,456
955
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-75,433
956
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-8,017
957
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-15,003
958
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-5,081
959
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960
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-10,888
961
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-1,195
962
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-12,077
963
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-15,916
964
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965
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966
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-1,356
967
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968
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969
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970
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-4,686
971
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972
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-7,917
973
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974
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975
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-1,897
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