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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 %
100.42%
Top 10 Hldgs %
24.98%
Holding
380
New
380
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$16.7M
2
XOM icon
ExxonMobil
XOM
+$11.2M
3
CSCO icon
Cisco
CSCO
+$7.71M
4
MSFT icon
Microsoft
MSFT
+$6.45M
5
AAPL icon
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
FTR
376
DELISTED
Frontier Communications Corp.
FTR
$42K 0.01%
+692
New +$42.8K
NITE
377
DELISTED
KNIGHT CAPITAL GROUP, INC. CLASS A
NITE
$36K 0.01%
+10,044
New +$36K
ALU
378
DELISTED
Alcatel-Lucent
ALU
$35K 0.01%
+20,016
New +$29.9K
AXIA
379
AXIA Energia
AXIA
$23.9B
$29K 0.01%
+17,481
New +$36.1K
12 13 14 15
16

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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.