Asset Manager
← All Institutions
Laird Norton Wetherby Trust Company, LLC
Market Value
$728M
+17.1%
Holdings
67
-14
New Purchases
2
Added To
9
Closed
0
Reduced
13
Top 10 Concentration
77.2%
Turnover
3.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 45.42% | 40.30% | +5.12% | $331M |
| BRK-B | 0.76% | 0.00% | +0.76% | $6M |
| NVDA | 1.22% | 0.95% | +0.26% | $9M |
| GS | 1.07% | 0.97% | +0.10% | $8M |
| VZ | 0.10% | 0.00% | +0.10% | $737K |
| PLTR | 0.24% | 0.17% | +0.06% | $2M |
| SOFI | 0.16% | 0.12% | +0.04% | $1M |
| AFRM | 0.12% | 0.09% | +0.03% | $880K |
| FLR | 0.15% | 0.12% | +0.03% | $1M |
| JMIA | 0.06% | 0.04% | +0.02% | $468K |
| AMAT | 0.31% | 0.29% | +0.02% | $2M |
| IBM | 1.60% | 1.58% | +0.02% | $12M |
| IVW | 2.48% | 2.46% | +0.02% | $18M |
| BAC | 0.13% | 0.12% | +0.01% | $975K |
| IGF | 0.13% | 0.12% | +0.01% | $978K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VEU | 8.46% | 10.38% | -1.92% | $62M |
| AAPL | 2.37% | 3.00% | -0.63% | $17M |
| EFA | 1.11% | 1.51% | -0.40% | $8M |
| ABT | 1.01% | 1.41% | -0.39% | $7M |
| VTI | 6.54% | 6.91% | -0.36% | $48M |
| VWO | 3.39% | 3.73% | -0.33% | $25M |
| GETY | 1.11% | 1.35% | -0.24% | $8M |
| VXUS | 0.79% | 1.02% | -0.23% | $6M |
| CVX | 0.56% | 0.76% | -0.21% | $4M |
| XONA.DE | 0.68% | 0.88% | -0.20% | $5M |
| MUB | 1.37% | 1.56% | -0.18% | $10M |
| PG | 0.73% | 0.91% | -0.18% | $5M |
| BND | 0.85% | 1.00% | -0.14% | $6M |
| NEE | 0.36% | 0.47% | -0.11% | $3M |
| HD | 0.57% | 0.67% | -0.10% | $4M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 21 | $521M | 71.6% |
| Large Cap | 31 | $185M | 25.5% |
| Mid Cap | 9 | $10M | 1.4% |
| Small Cap | 2 | $1M | 0.1% |
| Micro Cap | 4 | $10M | 1.4% |
Portfolio Analytics
Avg Market Cap
$501.5B
Median Market Cap
$89.6B
Avg P/E
24.4
Median P/E
18.6
Avg Dividend Yield
0.02%
Avg Beta
1.05
# Stocks
44
# ETFs / Funds
23
Top Holdings (67 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 45.42% | 664,529 | $331M | $497.41 | $80M | -2,686 | -0.4% | |
| 2 | VEU | 8.46% | 916,012 | $62M | $67.22 | -$3M | -147,292 | -13.8% | |
| 3 | VTI | 6.54% | 156,151 | $48M | $304.84 | $5M | — | — | |
| 4 | VWO | 3.39% | 499,403 | $25M | $49.46 | $2M | -12,238 | -2.4% | |
| 5 | VEA | 3.25% | 414,581 | $24M | $57.01 | $3M | +9,437 | +2.3% | |
| 6 | IVW | 2.48% | 163,647 | $18M | $110.10 | $3M | -845 | -0.5% | |
| 7 | AAPL | 2.37% | 83,988 | $17M | $205.17 | -$1M | — | — | |
| 8 | AMZN | 2.32% | 76,868 | $17M | $219.39 | $2M | — | — | |
| 9 | IBM | 1.60% | 39,500 | $12M | $294.78 | $2M | — | — | |
| 10 | MUB | 1.37% | 95,558 | $10M | $104.48 | $310K | +3,808 | +4.2% | |
| 11 | VT | 1.23% | 69,880 | $9M | $128.52 | $878K | — | — | |
| 12 | NVDA | 1.22% | 56,024 | $9M | $158.00 | $3M | +1,345 | +2.5% | |
| 13 | EFA | 1.11% | 90,252 | $8M | $89.39 | -$1M | -24,576 | -21.4% | |
| 14 | GETY | 1.11% | 4,851,391 | $8M | $1.66 | -$340K | — | — | |
| 15 | GS | 1.07% | 11,000 | $8M | $707.75 | $2M | — | — | |
| 16 | PHYS | 1.06% | 304,656 | $8M | $25.35 | $931K | +22,363 | +7.9% | |
| 17 | IWB | 1.06% | 22,699 | $8M | $339.57 | $745K | — | — | |
| 18 | ABT | 1.01% | 54,100 | $7M | $136.01 | -$1M | -11,750 | -17.8% | |
| 19 | JPM | 0.95% | 23,890 | $7M | $289.91 | $1M | — | — | |
| 20 | BND | 0.85% | 84,212 | $6M | $73.63 | $15K | — | — | |
| 21 | SPY | 0.85% | 10,000 | $6M | $619.61 | $585K | — | — | |
| 22 | VXUS | 0.79% | 83,200 | $6M | $69.09 | -$609K | -19,173 | -18.7% | |
| 23 | BRK-B | 0.76% | 11,404 | $6M | $485.77 | — | +11,404 | — | NEW |
| 24 | PG | 0.73% | 33,365 | $5M | $159.32 | -$370K | — | — | |
| 25 | XONA.DE | 0.68% | 45,904 | $5M | $107.80 | -$511K | — | — | |
| 26 | MMM | 0.62% | 29,850 | $5M | $152.24 | $161K | — | — | |
| 27 | HD | 0.57% | 11,310 | $4M | $366.64 | $2K | — | — | |
| 28 | CVX | 0.56% | 28,324 | $4M | $143.19 | -$683K | — | — | |
| 29 | IJH | 0.55% | 64,825 | $4M | $62.02 | $238K | — | — | |
| 30 | SUSA | 0.47% | 27,064 | $3M | $126.75 | $322K | — | — | |
| 31 | GOOG | 0.39% | 16,005 | $3M | $177.39 | $339K | — | — | |
| 32 | IWR | 0.38% | 29,850 | $3M | $91.97 | $206K | — | — | |
| 33 | NEE | 0.36% | 37,705 | $3M | $69.42 | -$301K | -3,466 | -8.4% | |
| 34 | USB | 0.33% | 52,300 | $2M | $45.75 | $158K | — | — | |
| 35 | VTEB | 0.32% | 48,204 | $2M | $49.03 | -$28K | — | — | |
| 36 | AMAT | 0.31% | 12,235 | $2M | $183.07 | $464K | — | — | |
| 37 | ANIX | 0.28% | 617,235 | $2M | $3.30 | $257K | -5,000 | -0.8% | |
| 38 | RELY | 0.27% | 105,290 | $2M | $18.77 | -$214K | — | — | |
| 39 | BIL | 0.24% | 19,074 | $2M | $91.73 | — | — | — | |
| 40 | PLTR | 0.24% | 12,569 | $2M | $136.32 | $653K | — | — | |
| 41 | SBUX | 0.23% | 18,278 | $2M | $91.63 | -$118K | — | — | |
| 42 | BWIN | 0.18% | 30,780 | $1M | $42.81 | -$58K | — | — | |
| 43 | SOFI | 0.16% | 64,495 | $1M | $18.21 | $424K | — | — | |
| 44 | FLR | 0.15% | 21,500 | $1M | $51.27 | $332K | — | — | |
| 45 | FCX | 0.15% | 25,000 | $1M | $43.35 | $137K | — | — | |
| 46 | PCAR | 0.15% | 11,126 | $1M | $95.06 | -$26K | — | — | |
| 47 | IGF | 0.13% | 16,517 | $978K | $59.20 | $224K | +2,722 | +19.7% | |
| 48 | BAC | 0.13% | 20,602 | $975K | $47.32 | $231K | +2,770 | +15.5% | |
| 49 | AFRM | 0.12% | 12,721 | $880K | $69.14 | $305K | — | — | |
| 50 | IEMG | 0.11% | 13,025 | $782K | $60.03 | $79K | — | — | |
| 51 | VGSH | 0.11% | 13,039 | $766K | $58.78 | $180K | +3,039 | +30.4% | |
| 52 | VZ | 0.10% | 17,025 | $737K | $43.27 | — | +17,025 | — | NEW |
| 53 | WIT | 0.09% | 218,877 | $661K | $3.02 | -$31K | -7,205 | -3.2% | |
| 54 | RDFN | 0.09% | 55,500 | $621K | $11.19 | $103K | -750 | -1.3% | |
| 55 | BNDX | 0.08% | 12,083 | $598K | $49.51 | -$191K | -4,077 | -25.2% | |
| 56 | FITB | 0.07% | 11,795 | $489K | $41.50 | $23K | — | — | |
| 57 | JMIA | 0.06% | 116,325 | $468K | $4.02 | $218K | — | — | |
| 58 | DBC | 0.06% | 20,714 | $452K | $21.81 | -$14K | — | — | |
| 59 | DBX | 0.06% | 14,336 | $410K | $28.60 | $27K | — | — | |
| 60 | HLN | 0.06% | 39,042 | $405K | $10.37 | $95K | +8,939 | +29.7% | |
| 61 | IX | 0.04% | 13,400 | $302K | $22.52 | $22K | — | — | |
| 62 | PL | 0.03% | 40,148 | $245K | $6.10 | $109K | — | — | |
| 63 | LPL | 0.02% | 37,091 | $127K | $3.42 | -$42K | -17,197 | -31.7% | |
| 64 | SAN | 0.01% | 13,082 | $109K | $8.30 | $21K | — | — | |
| 65 | F | 0.01% | 10,000 | $108K | $10.85 | $8K | — | — | |
| 66 | INMB | 0.01% | 37,000 | $85K | $2.31 | -$200K | +400 | +1.1% | |
| 67 | GWH | —% | 21,184 | $28K | $1.33 | -$41K | — | — |