LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
-3.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.74B
AUM Growth
+$1.74B
(-1.7%)
Cap. Flow
+$61.8M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
29.71%
Holding
969
New
61
Increased
528
Reduced
271
Closed
55
Top Buys
| 1 |
Apple
AAPL
|
$26.4M |
| 2 |
Walt Disney
DIS
|
$2.69M |
| 3 |
Shell
SHEL
|
$2.46M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.92M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$1.85M |
Top Sells
Sector Composition
| 1 | Technology | 23.8% |
| 2 | Financials | 12.42% |
| 3 | Healthcare | 10.88% |
| 4 | Consumer Discretionary | 8.34% |
| 5 | Communication Services | 6.88% |
