LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+2.14%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
-$1.78M
(-0.51%)
Cap. Flow
-$211M
Cap. Flow
% of AUM
-60.45%
Top 10 Holdings %
Top 10 Hldgs %
22.79%
Holding
457
New
22
Increased
188
Reduced
196
Closed
25
Top Buys
| 1 |
Verizon
VZ
|
$398K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$326K |
| 3 |
Meta Platforms (Facebook)
META
|
$323K |
| 4 |
Charles Schwab
SCHW
|
$317K |
| 5 |
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
|
$253K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$205M |
| 2 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$1.2M |
| 3 |
Vodafone
VOD
|
$701K |
| 4 |
FNSR
Finisar Corp
FNSR
|
$611K |
| 5 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$482K |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 14.84% |
| 3 | Healthcare | 14.25% |
| 4 | Energy | 9.19% |
| 5 | Industrials | 7.87% |