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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
% of AUM
100.42%
Top 10 Holdings %
Top 10 Hldgs %
24.98%
Holding
380
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$16.7M |
| 2 |
ExxonMobil
XOM
|
+$11.2M |
| 3 |
Cisco
CSCO
|
+$7.71M |
| 4 |
Microsoft
MSFT
|
+$6.45M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$929B
| $2.12M | 0.74% |
+40,090
| New | +$2.04M |
|
27
AT&T
T
$167B
| $2.11M | 0.74% |
+79,060
| New | +$2.2M |
|
28
State Street SPDR S&P 500 ETF Trust
SPY
$777B
| $1.98M | 0.69% |
+12,342
| New | +$1.99M |
|
29
Bristol-Myers Squibb
BMY
$130B
| $1.92M | 0.67% |
+42,931
| New | +$1.86M |
|
30
Gilead Sciences
GILD
$166B
| $1.91M | 0.66% |
+37,169
| New | +$1.94M |
|
31
McDonald's
MCD
$193B
| $1.75M | 0.61% |
+17,690
| New | +$1.77M |
|
32
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
| $1.66M | 0.58% |
+7,893
| New | +$1.67M |
|
33
Accenture
ACN
$106B
| $1.64M | 0.57% |
+22,828
| New | +$1.81M |
|
34
Toyota
TM
$230B
| $1.47M | 0.51% |
+12,220
| New | +$1.43M |
|
35
Novartis
NVS
$300B
| $1.44M | 0.5% |
+22,722
| New | +$1.48M |
|
36
3M
MMM
$92.5B
| $1.44M | 0.5% |
+15,707
| New | +$1.43M |
|
37
Bank of America
BAC
$434B
| $1.42M | 0.49% |
+110,432
| New | +$1.41M |
|
38
Oracle
ORCL
$341B
| $1.42M | 0.49% |
+46,216
| New | +$1.53M |
|
39
American Express
AXP
$225B
| $1.41M | 0.49% |
+18,800
| New | +$1.34M |
|
40
Amazon
AMZN
$2.47T
| $1.38M | 0.48% |
+99,000
| New | +$1.32M |
|
|
FNSR
41
DELISTED
Finisar Corp
FNSR
| $1.37M | 0.48% |
+81,015
| New | +$1.1M |
|
42
iShares Russell 3000 ETF
IWV
$19.3B
| $1.36M | 0.47% |
+14,104
| New | +$1.35M |
|
43
Verizon
VZ
$201B
| $1.35M | 0.47% |
+26,886
| New | +$1.37M |
|
44
HSBC
HSBC
$353B
| $1.26M | 0.44% |
+28,281
| New | +$1.32M |
|
45
Home Depot
HD
$341B
| $1.23M | 0.43% |
+15,864
| New | +$1.19M |
|
46
ConocoPhillips
COP
$144B
| $1.2M | 0.42% |
+19,835
| New | +$1.21M |
|
47
Amgen
AMGN
$210B
| $1.18M | 0.41% |
+11,939
| New | +$1.24M |
|
48
Citigroup
C
$215B
| $1.17M | 0.41% |
+24,329
| New | +$1.17M |
|
49
Qualcomm
QCOM
$168B
| $1.16M | 0.4% |
+18,975
| New | +$1.21M |
|
50
Altria Group
MO
$126B
| $1.15M | 0.4% |
+32,746
| New | +$1.18M |
|
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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.