LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+3.4%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
–
Cap. Flow
+$287M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
380
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$17M |
| 2 |
Exxon Mobil
XOM
|
$11.2M |
| 3 |
Cisco
CSCO
|
$8.34M |
| 4 |
Microsoft
MSFT
|
$6.8M |
| 5 |
Apple
AAPL
|
$5.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 18.96% |
| 2 | Technology | 15.55% |
| 3 | Healthcare | 12.93% |
| 4 | Energy | 9.5% |
| 5 | Consumer Staples | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
PT
376
DELISTED
PORTUGAL TELECOM SGPS, S.A.
PT
| $47K | 0.02% |
+11,985
| New | +$47K |
|
|
FTR
377
DELISTED
Frontier Communications Corp.
FTR
| $42K | 0.01% |
+692
| New | +$42K |
|
|
NITE
378
DELISTED
KNIGHT CAPITAL GROUP, INC. CLASS A
NITE
| $36K | 0.01% |
+10,044
| New | +$36K |
|
|
ALU
379
DELISTED
ALCATEL-LUCENT ADR
ALU
| $35K | 0.01% |
+20,016
| New | +$35K |
|
380
Eletrobras Common Shares
EBR
$18.6B
| $29K | 0.01% |
+13,843
| New | +$29K |
|