LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+6.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$321M
AUM Growth
+$33.6M
(+12%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
22.86%
Holding
427
New
47
Increased
268
Reduced
65
Closed
16
Top Buys
| 1 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$4.83M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$763K |
| 3 |
Chubb
CB
|
$552K |
| 4 |
Apple
AAPL
|
$523K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$480K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$508K |
| 2 |
KUB
KUBOTA CORPORATION (ONE ADS REP 5 SHS COM)
KUB
|
$405K |
| 3 |
Accenture
ACN
|
$358K |
| 4 |
FNSR
Finisar Corp
FNSR
|
$322K |
| 5 |
International Flavors & Fragrances
IFF
|
$298K |
Sector Composition
| 1 | Financials | 18.82% |
| 2 | Technology | 14.92% |
| 3 | Healthcare | 14.36% |
| 4 | Energy | 9.02% |
| 5 | Consumer Staples | 7.87% |