LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+5.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$672M
AUM Growth
+$84.5M
(+14%)
Cap. Flow
+$57.6M
Cap. Flow
% of AUM
8.57%
Top 10 Holdings %
Top 10 Hldgs %
19.41%
Holding
660
New
97
Increased
395
Reduced
101
Closed
25
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$9.07M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$1.3M |
| 3 |
RAI
Reynolds American Inc
RAI
|
$1.21M |
| 4 |
QUOT
Quotient Technology Inc
QUOT
|
$567K |
| 5 |
GE Aerospace
GE
|
$543K |
Sector Composition
| 1 | Financials | 16.88% |
| 2 | Technology | 16.61% |
| 3 | Healthcare | 12.89% |
| 4 | Communication Services | 8.19% |
| 5 | Industrials | 6.5% |
