LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+1.52%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$359M
AUM Growth
+$4.46M
(+1.3%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
23.62%
Holding
452
New
19
Increased
263
Reduced
126
Closed
21
Top Buys
| 1 |
Apple
AAPL
|
$524K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$447K |
| 3 |
InterContinental Hotels
IHG
|
$404K |
| 4 |
AGN
Allergan plc
AGN
|
$332K |
| 5 |
THI
TIM HORTONS INC COM, CANADA
THI
|
$274K |
Top Sells
| 1 |
Cisco
CSCO
|
$2.12M |
| 2 |
SCTY
SolarCity Corporation
SCTY
|
$1.56M |
| 3 |
TWTR
Twitter, Inc.
TWTR
|
$584K |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$431K |
| 5 |
Microsoft
MSFT
|
$349K |
Sector Composition
| 1 | Financials | 19.51% |
| 2 | Healthcare | 15.26% |
| 3 | Technology | 15.19% |
| 4 | Energy | 8.51% |
| 5 | Consumer Staples | 7.45% |