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
151
$1.99M 0.14%
25,454
+16,145
152
$1.98M 0.14%
10,887
+1,376
153
$1.96M 0.13%
26,579
+3,379
154
$1.95M 0.13%
59,820
+9,047
155
$1.94M 0.13%
16,309
-2,935
156
$1.92M 0.13%
34,315
+319
157
$1.92M 0.13%
282,965
+9,575
158
$1.92M 0.13%
17,394
159
$1.9M 0.13%
38,059
+1,492
160
$1.9M 0.13%
17,585
-30
161
$1.9M 0.13%
99,940
+539
162
$1.9M 0.13%
7,689
-446
163
$1.86M 0.13%
41,330
-3,120
164
$1.83M 0.13%
5,621
+374
165
$1.83M 0.13%
13,516
166
$1.83M 0.13%
29,730
-390
167
$1.81M 0.12%
7,550
+863
168
$1.81M 0.12%
40,075
-2,660
169
$1.8M 0.12%
15,850
+776
170
$1.77M 0.12%
10,320
+526
171
$1.75M 0.12%
29,789
-1,323
172
$1.75M 0.12%
38,526
+34
173
$1.75M 0.12%
12,995
+707
174
$1.74M 0.12%
3,709
-58
175
$1.74M 0.12%
59,686
-1,603
5 6
7
8 9