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LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
This Fund
S&P 500
This Quarter
Est. Return
+3.4%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$287M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow
% of AUM
100.42%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
380
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$16.7M |
| 2 |
ExxonMobil
XOM
|
+$11.2M |
| 3 |
Cisco
CSCO
|
+$7.71M |
| 4 |
Microsoft
MSFT
|
+$6.45M |
| 5 |
Apple
AAPL
|
+$6.42M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.77% |
| 2 | Technology | 15.51% |
| 3 | Healthcare | 12.93% |
| 4 | Energy | 9.5% |
| 5 | Consumer Staples | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fastenal
FAST
$54.7B
| $279K | 0.1% |
+24,404
| New | +$299K |
|
252
NiSource
NI
$21.3B
| $279K | 0.1% |
+24,829
| New | +$287K |
|
253
Prologis
PLD
$135B
| $278K | 0.1% |
+7,363
| New | +$299K |
|
254
ING
ING
$99.8B
| $277K | 0.1% |
+30,490
| New | +$261K |
|
255
RELX
RELX
$61.8B
| $277K | 0.1% |
+24,328
| New | +$282K |
|
256
Conagra Brands
CAG
$6.94B
| $276K | 0.1% |
+10,145
| New | +$274K |
|
257
ICICI Bank
IBN
$108B
| $274K | 0.1% |
+39,347
| New | +$312K |
|
258
InterContinental Hotels
IHG
$24.1B
| $274K | 0.1% |
+6,987
| New | +$290K |
|
259
Yum! Brands
YUM
$42.2B
| $273K | 0.1% |
+5,471
| New | +$271K |
|
|
SPIL
260
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $272K | 0.09% |
+43,435
| New | +$252K |
|
261
Equity Residential
EQR
$24.9B
| $269K | 0.09% |
+4,625
| New | +$266K |
|
262
HDFC Bank
HDB
$123B
| $269K | 0.09% |
+29,676
| New | +$293K |
|
263
Ericsson
ERIC
$32.2B
| $267K | 0.09% |
+23,617
| New | +$282K |
|
264
Telkom Indonesia
TLK
$14.5B
| $267K | 0.09% |
+12,512
| New | +$286K |
|
265
Healthpeak Properties
DOC
$15.1B
| $266K | 0.09% |
+6,436
| New | +$294K |
|
266
PPG Industries
PPG
$24.6B
| $265K | 0.09% |
+3,624
| New | +$268K |
|
267
Suncor Energy
SU
$79.4B
| $265K | 0.09% |
+9,002
| New | +$271K |
|
268
Tennant Co
TNC
$1.43B
| $265K | 0.09% |
+5,500
| New | +$268K |
|
|
CAJ
269
DELISTED
Canon, Inc.
CAJ
| $265K | 0.09% |
+8,055
| New | +$285K |
|
270
Norfolk Southern
NSC
$75.4B
| $264K | 0.09% |
+3,638
| New | +$278K |
|
271
CME Group
CME
$96.3B
| $259K | 0.09% |
+3,413
| New | +$224K |
|
272
Fomento Económico Mexicano
FMX
$43.6B
| $259K | 0.09% |
+2,513
| New | +$280K |
|
273
Unilever
UL
$137B
| $259K | 0.09% |
+5,680
| New | +$270K |
|
274
TC Energy
TRP
$70.2B
| $258K | 0.09% |
+5,985
| New | +$282K |
|
275
AvalonBay Communities
AVB
$26.5B
| $257K | 0.09% |
+1,904
| New | +$255K |
|
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Laird Norton Wetherby Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Laird Norton Wetherby Wealth Management, which disclosed 380 positions worth $287M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 101 shares worth $17M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, followed by Technology and Healthcare.
- Laird Norton Wetherby Wealth Management's largest Q2 2013 buy was Berkshire Hathaway Class A: 101 shares worth $17M.
- Laird Norton Wetherby Wealth Management's ten largest holdings make up 25% of its $287M portfolio in Q2 2013.
- Laird Norton Wetherby Wealth Management disclosed 380 positions in Q2 2013, its first 13F filing on record.
Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2013, filed 24 Jul 2013.