LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
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
+$5.08M
2
+$3.81M
3
+$3.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.43M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$2.38M

Top Sells

1
+$25.4M
2
+$14.9M
3
+$9.02M
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
76
$3.51M 0.24%
7,282
-66
77
$3.49M 0.24%
45,044
-55
78
$3.49M 0.24%
77,511
-91
79
$3.4M 0.23%
35,421
-316
80
$3.37M 0.23%
69,320
+580
81
$3.31M 0.23%
18,952
+127
82
$3.26M 0.22%
51,892
+11,585
83
$3.25M 0.22%
175,402
+1,516
84
$3.2M 0.22%
10,784
+676
85
$3.19M 0.22%
27,076
-1,614
86
$3.18M 0.22%
41,533
+3,807
87
$3.16M 0.22%
22,768
+1,522
88
$3.14M 0.21%
192,110
+1,285
89
$3.11M 0.21%
7,513
90
$3.1M 0.21%
55,271
+10,673
91
$3.06M 0.21%
47,281
+1,310
92
$2.98M 0.2%
32,109
+2,863
93
$2.96M 0.2%
17,015
+682
94
$2.92M 0.2%
51,199
-43
95
$2.9M 0.2%
88,460
+215
96
$2.88M 0.2%
62,750
+18,354
97
$2.83M 0.19%
16,723
+2,023
98
$2.8M 0.19%
24,650
+1,367
99
$2.79M 0.19%
28,782
+3,588
100
$2.79M 0.19%
44,104
-8,571
2 3
4
5 6