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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 | |
|---|---|---|---|---|---|---|
176
Mizuho Financial
MFG
$120B
| $389K | 0.14% |
+94,107
| New | +$396K |
|
177
American Tower
AMT
$83.5B
| $388K | 0.14% |
+5,298
| New | +$422K |
|
178
AstraZeneca
AZN
$269B
| $388K | 0.14% |
+8,205
| New | +$418K |
|
179
Halliburton
HAL
$26.1B
| $386K | 0.13% |
+9,252
| New | +$387K |
|
180
McKesson
MCK
$104B
| $385K | 0.13% |
+3,364
| New | +$374K |
|
181
AptarGroup
ATR
$8.69B
| $380K | 0.13% |
+6,877
| New | +$387K |
|
182
State Street SPDR S&P Dividend ETF
SDY
$22.1B
| $376K | 0.13% |
+5,665
| New | +$382K |
|
183
Deere & Co
DE
$165B
| $374K | 0.13% |
+4,608
| New | +$398K |
|
184
Paychex
PAYX
$43.4B
| $373K | 0.13% |
+10,194
| New | +$375K |
|
185
Avient
AVNT
$3.29B
| $372K | 0.13% |
+15,000
| New | +$365K |
|
|
BT
186
DELISTED
BT Group plc (ADR)
BT
| $371K | 0.13% |
+15,776
| New | +$357K |
|
|
CS
187
DELISTED
Credit Suisse Group
CS
| $364K | 0.13% |
+13,765
| New | +$387K |
|
188
Elevance Health
ELV
$81.5B
| $361K | 0.13% |
+4,401
| New | +$329K |
|
189
Brookfield
BN
$102B
| $360K | 0.13% |
+42,739
| New | +$366K |
|
|
COL
190
DELISTED
Rockwell Collins
COL
| $360K | 0.13% |
+5,676
| New | +$362K |
|
|
PXD
191
DELISTED
Pioneer Natural Resource Co.
PXD
| $358K | 0.12% |
+2,472
| New | +$330K |
|
192
Lloyds Banking Group
LYG
$85.2B
| $357K | 0.12% |
+92,906
| New | +$323K |
|
193
Aflac
AFL
$65.5B
| $354K | 0.12% |
+12,178
| New | +$330K |
|
194
POSCO
PKX
$14.7B
| $354K | 0.12% |
+5,443
| New | +$384K |
|
|
NBL
195
DELISTED
Noble Energy, Inc.
NBL
| $352K | 0.12% |
+5,864
| New | +$339K |
|
|
DEG
196
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $350K | 0.12% |
+22,608
| New | +$346K |
|
197
General Dynamics
GD
$103B
| $349K | 0.12% |
+4,454
| New | +$331K |
|
198
CSX Corp
CSX
$94B
| $346K | 0.12% |
+44,802
| New | +$367K |
|
199
Thermo Fisher Scientific
TMO
$214B
| $343K | 0.12% |
+4,053
| New | +$337K |
|
|
POT
200
DELISTED
Potash Corp Of Saskatchewan
POT
| $343K | 0.12% |
+8,991
| New | +$367K |
|
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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.