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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
951
– –
-1,356
952
– –
-11,876
953
– –
-1,854
954
– –
-5,888
955
– –
-3,263
956
– –
-2,495
957
– –
-3,165
958
– –
-4,686
959
– –
-2,764
960
– –
-7,917
961
– –
-2,423
962
– –
-3,923
963
– –
-1,471
964
– –
-10,000
965
– –
-3,486
966
– –
-2,328
967
– –
-8,031
968
– –
-9,943
969
– –
-1,743
970
– –
-1,587
971
– –
-15,003
972
– –
-5,081
973
– –
-4,366
974
– –
-10,888
975
– –
-1,195
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