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
101
$2.71M 0.18%
14,816
+1,519
102
$2.7M 0.18%
19,147
-215
103
$2.7M 0.18%
43,630
+4,697
104
$2.64M 0.18%
17,729
-1,259
105
$2.63M 0.18%
14,724
+942
106
$2.61M 0.18%
34,311
+1,671
107
$2.6M 0.18%
9,027
+1,458
108
$2.58M 0.18%
31,356
-7,020
109
$2.56M 0.18%
122,334
-9,771
110
$2.55M 0.17%
25,839
+3,050
111
$2.54M 0.17%
16,128
+124
112
$2.54M 0.17%
5,332
+1,411
113
$2.53M 0.17%
17,607
+7,284
114
$2.49M 0.17%
45,238
+562
115
$2.49M 0.17%
60,418
-935
116
$2.48M 0.17%
27,276
-223
117
$2.48M 0.17%
17,561
+7,726
118
$2.46M 0.17%
26,649
+6,223
119
$2.41M 0.16%
30,017
-766
120
$2.4M 0.16%
15,631
+5,718
121
$2.4M 0.16%
5,592
+371
122
$2.4M 0.16%
13,798
-899
123
$2.38M 0.16%
+75,367
124
$2.35M 0.16%
45,054
+282
125
$2.28M 0.16%
19,625
-1,422
3 4
5
6 7