LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
-14.9%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.46B
AUM Growth
-$278M
(-16%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
27.75%
Holding
983
New
69
Increased
505
Reduced
263
Closed
90
Top Buys
| 1 |
TE Connectivity
TEL
|
+$5.08M |
| 2 |
Microsoft
MSFT
|
+$3.81M |
| 3 |
Tesla
TSLA
|
+$3.1M |
| 4 |
Johnson & Johnson
JNJ
|
+$2.43M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
+$2.38M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$25.4M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$14.9M |
| 3 |
Penumbra
PEN
|
+$9.02M |
| 4 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
+$2.98M |
| 5 |
Information Services Group
III
|
+$2.25M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Healthcare | 11.52% |
| 3 | Financials | 9.27% |
| 4 | Consumer Discretionary | 8.13% |
| 5 | Communication Services | 6.42% |
