We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
|
ABB
126
DELISTED
ABB Ltd
ABB
| $534K | 0.19% |
+24,681
| New | +$547K |
|
127
American International
AIG
$41.8B
| $529K | 0.18% |
+11,838
| New | +$508K |
|
128
Lowe's Companies
LOW
$118B
| $528K | 0.18% |
+12,908
| New | +$520K |
|
129
Biogen
BIIB
$30.7B
| $524K | 0.18% |
+2,439
| New | +$521K |
|
|
FISV
130
Fiserv Inc
FISV
$28.8B
| $522K | 0.18% |
+23,924
| New | +$525K |
|
|
SYT
131
DELISTED
Syngenta Ag
SYT
| $520K | 0.18% |
+6,671
| New | +$540K |
|
132
Banco Santander
SAN
$202B
| $517K | 0.18% |
+87,880
| New | +$561K |
|
133
T. Rowe Price
TROW
$25.6B
| $517K | 0.18% |
+7,063
| New | +$527K |
|
|
APC
134
DELISTED
Anadarko Petroleum
APC
| $501K | 0.17% |
+5,836
| New | +$502K |
|
135
Devon Energy
DVN
$50.9B
| $496K | 0.17% |
+9,559
| New | +$532K |
|
|
TEF
136
DELISTED
Telefonica
TEF
| $496K | 0.17% |
+52,776
| New | +$536K |
|
137
W.W. Grainger
GWW
$64B
| $494K | 0.17% |
+1,959
| New | +$485K |
|
138
Nomura Holdings
NMR
$27.9B
| $494K | 0.17% |
+66,444
| New | +$519K |
|
139
Capital One
COF
$129B
| $485K | 0.17% |
+7,724
| New | +$455K |
|
|
BNY
140
Bank of New York Mellon
BNY
$106B
| $476K | 0.17% |
+16,958
| New | +$487K |
|
141
National Grid
NGG
$80.8B
| $473K | 0.16% |
+8,653
| New | +$505K |
|
142
PNC Financial Services
PNC
$99.2B
| $471K | 0.16% |
+6,458
| New | +$447K |
|
143
State Street
STT
$50.2B
| $462K | 0.16% |
+7,077
| New | +$440K |
|
144
Banco Bilbao Vizcaya Argentaria
BBVA
$152B
| $461K | 0.16% |
+57,659
| New | +$503K |
|
|
TWC
145
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $460K | 0.16% |
+4,094
| New | +$396K |
|
146
Polaris
PII
$3.88B
| $459K | 0.16% |
+4,834
| New | +$437K |
|
147
EOG Resources
EOG
$77.5B
| $458K | 0.16% |
+6,962
| New | +$446K |
|
148
MetLife
MET
$62.5B
| $458K | 0.16% |
+11,238
| New | +$413K |
|
149
WPP
WPP
$4.41B
| $452K | 0.16% |
+5,289
| New | +$446K |
|
150
ORIX
IX
$44.1B
| $446K | 0.16% |
+32,580
| New | +$460K |
|
Similar funds
TAM
PHK
CCA
AF
PE
PH
FSC
CCB
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.