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
176
$1.73M 0.12%
27,150
+11,405
177
$1.72M 0.12%
46,191
+19
178
$1.7M 0.12%
21,106
179
$1.69M 0.12%
3,533
+237
180
$1.68M 0.11%
7,799
+1,916
181
$1.67M 0.11%
33,994
+2,812
182
$1.66M 0.11%
5,201
+398
183
$1.66M 0.11%
7,440
+101
184
$1.64M 0.11%
8,356
-168
185
$1.64M 0.11%
21,140
+9,537
186
$1.64M 0.11%
57,437
+3,456
187
$1.63M 0.11%
25,399
+2,798
188
$1.61M 0.11%
16,796
-2,407
189
$1.61M 0.11%
14,337
-305
190
$1.61M 0.11%
14,925
-305
191
$1.61M 0.11%
27,225
+5,107
192
$1.61M 0.11%
21,340
-5,387
193
$1.6M 0.11%
30,225
-4,000
194
$1.6M 0.11%
26,182
+2,254
195
$1.58M 0.11%
44,135
+1,783
196
$1.57M 0.11%
11,930
-193
197
$1.57M 0.11%
9,081
+5,643
198
$1.57M 0.11%
17,498
+4,338
199
$1.56M 0.11%
137,328
+105
200
$1.55M 0.11%
22,257
+2,110
6 7
8
9 10