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
201
$1.55M 0.11%
9,154
+606
202
$1.5M 0.1%
11,896
-1,152
203
$1.5M 0.1%
5,508
+625
204
$1.48M 0.1%
+68,559
205
$1.47M 0.1%
46,342
+5,773
206
$1.47M 0.1%
51,994
+1,512
207
$1.47M 0.1%
13,288
-689
208
$1.47M 0.1%
5,208
-445
209
$1.47M 0.1%
10,858
+353
210
$1.46M 0.1%
6,442
+163
211
$1.45M 0.1%
7,466
-242
212
$1.44M 0.1%
55,721
+4,846
213
$1.44M 0.1%
88,256
-1,435
214
$1.43M 0.1%
128,740
+30,565
215
$1.42M 0.1%
6,359
+41
216
$1.41M 0.1%
8,378
+245
217
$1.41M 0.1%
5,214
-395
218
$1.4M 0.1%
5,504
+855
219
$1.4M 0.1%
6,284
+219
220
$1.4M 0.1%
25,729
-1,364
221
$1.38M 0.09%
5,631
+158
222
$1.38M 0.09%
8,996
+599
223
$1.37M 0.09%
51,009
-30,284
224
$1.35M 0.09%
629
+13
225
$1.35M 0.09%
18,945
+1,182
7 8
9
10 11