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 | |
|---|---|---|---|---|---|---|
26
JPMorgan Chase
JPM
$835B
| $2.12M | 0.74% |
+40,090
| New | +$2.12M |
|
27
AT&T
T
$212B
| $2.11M | 0.74% |
+79,060
| New | +$2.11M |
|
28
SPDR S&P 500 ETF Trust
SPY
$662B
| $1.98M | 0.69% |
+12,342
| New | +$1.98M |
|
29
Bristol-Myers Squibb
BMY
$95B
| $1.92M | 0.67% |
+42,931
| New | +$1.92M |
|
30
Gilead Sciences
GILD
$140B
| $1.91M | 0.66% |
+37,169
| New | +$1.91M |
|
31
McDonald's
MCD
$226B
| $1.75M | 0.61% |
+17,690
| New | +$1.75M |
|
32
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
| $1.66M | 0.58% |
+7,893
| New | +$1.66M |
|
33
Accenture
ACN
$158B
| $1.64M | 0.57% |
+22,828
| New | +$1.64M |
|
34
Toyota
TM
$258B
| $1.47M | 0.51% |
+12,220
| New | +$1.47M |
|
35
Novartis
NVS
$249B
| $1.44M | 0.5% |
+22,722
| New | +$1.44M |
|
36
3M
MMM
$82.8B
| $1.44M | 0.5% |
+15,707
| New | +$1.44M |
|
37
Bank of America
BAC
$375B
| $1.42M | 0.49% |
+110,432
| New | +$1.42M |
|
38
Oracle
ORCL
$626B
| $1.42M | 0.49% |
+46,216
| New | +$1.42M |
|
39
American Express
AXP
$230B
| $1.41M | 0.49% |
+18,800
| New | +$1.41M |
|
40
Amazon
AMZN
$2.51T
| $1.38M | 0.48% |
+99,000
| New | +$1.38M |
|
|
FNSR
41
DELISTED
Finisar Corp
FNSR
| $1.37M | 0.48% |
+81,015
| New | +$1.37M |
|
42
iShares Russell 3000 ETF
IWV
$16.7B
| $1.36M | 0.47% |
+14,104
| New | +$1.36M |
|
43
Verizon
VZ
$186B
| $1.35M | 0.47% |
+26,886
| New | +$1.35M |
|
44
HSBC
HSBC
$225B
| $1.27M | 0.44% |
+28,281
| New | +$1.27M |
|
45
Home Depot
HD
$410B
| $1.23M | 0.43% |
+15,864
| New | +$1.23M |
|
46
ConocoPhillips
COP
$120B
| $1.2M | 0.42% |
+19,835
| New | +$1.2M |
|
47
Amgen
AMGN
$151B
| $1.18M | 0.41% |
+11,939
| New | +$1.18M |
|
48
Citigroup
C
$179B
| $1.17M | 0.41% |
+24,329
| New | +$1.17M |
|
49
Qualcomm
QCOM
$172B
| $1.16M | 0.4% |
+18,975
| New | +$1.16M |
|
50
Altria Group
MO
$112B
| $1.15M | 0.4% |
+32,746
| New | +$1.15M |
|