Asset Manager
← All Institutions
Laird Norton Wetherby Trust Company, LLC
Market Value
$4.6B
+682.0%
Holdings
1,043
+971
New Purchases
38
Added To
386
Closed
76
Reduced
511
Top 10 Concentration
34.6%
Turnover
10.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BRK-A | 2.40% | 0.00% | +2.40% | $109M |
| NVDA | 4.13% | 1.85% | +2.27% | $188M |
| GOOGL | 2.00% | 0.00% | +2.00% | $91M |
| AAPL | 5.18% | 3.67% | +1.50% | $236M |
| VV | 1.29% | 0.00% | +1.29% | $58M |
| AVGO | 1.26% | 0.00% | +1.26% | $57M |
| TSM | 1.09% | 0.00% | +1.09% | $50M |
| META | 1.02% | 0.00% | +1.02% | $46M |
| TSLA | 0.85% | 0.00% | +0.85% | $38M |
| LLY | 0.79% | 0.00% | +0.79% | $36M |
| VOO | 0.68% | 0.00% | +0.68% | $31M |
| V | 0.62% | 0.00% | +0.62% | $28M |
| IWV | 0.58% | 0.00% | +0.58% | $26M |
| VB | 0.57% | 0.00% | +0.57% | $26M |
| JNJ | 0.56% | 0.00% | +0.56% | $25M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 5.93% | 29.60% | -23.67% | $270M |
| VEU | 2.46% | 10.21% | -7.75% | $112M |
| IVW | 0.69% | 3.39% | -2.71% | $31M |
| VWO | 2.22% | 4.64% | -2.41% | $101M |
| VTI | 5.56% | 7.62% | -2.05% | $253M |
| VEA | 2.66% | 4.25% | -1.59% | $121M |
| IBM | 0.33% | 1.92% | -1.58% | $15M |
| GETY | 0.08% | 1.65% | -1.57% | $4M |
| PHYS | 0.42% | 1.66% | -1.24% | $19M |
| MUB | 0.63% | 1.69% | -1.06% | $29M |
| INTU | 0.26% | 1.31% | -1.06% | $12M |
| GS | 0.50% | 1.51% | -1.00% | $23M |
| ABT | 0.34% | 1.25% | -0.91% | $15M |
| VT | 1.11% | 1.90% | -0.79% | $51M |
| EFA | 0.70% | 1.45% | -0.75% | $32M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 83 | $2.6B | 56.3% |
| Large Cap | 744 | $1.8B | 40.4% |
| Mid Cap | 174 | $132M | 2.9% |
| Small Cap | 23 | $7M | 0.2% |
| Micro Cap | 19 | $10M | 0.2% |
Portfolio Analytics
Avg Market Cap
$101.1B
Median Market Cap
$26.2B
Avg P/E
29.1
Median P/E
19.9
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
904
# ETFs / Funds
139
Top Holdings (1,043 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | 5.93% | 728,596 | $270M | $370.17 | -$98M | -31,474 | -4.1% | |
| 2 | VTI | 5.56% | 789,042 | $253M | $320.81 | $12M | +68,836 | +9.6% | |
| 3 | AAPL | 5.18% | 928,297 | $236M | $253.79 | -$36M | -70,186 | -7.0% | |
| 4 | NVDA | 4.13% | 1,076,441 | $188M | $174.41 | -$25M | -63,645 | -5.6% | |
| 5 | VEA | 2.66% | 1,890,946 | $121M | $64.08 | $27M | +390,223 | +26.0% | |
| 6 | VEU | 2.46% | 1,493,141 | $112M | $75.10 | $8M | +81,713 | +5.8% | |
| 7 | BRK-A | 2.40% | 152 | $109M | $718,140.00 | -$9M | -4 | -2.6% | |
| 8 | VWO | 2.22% | 1,870,667 | $101M | $54.05 | $7M | +117,048 | +6.7% | |
| 9 | AMZN | 2.09% | 456,213 | $95M | $208.27 | -$19M | -35,632 | -7.2% | |
| 10 | GOOGL | 2.00% | 316,289 | $91M | $287.56 | -$12M | -12,528 | -3.8% | |
| 11 | VV | 1.29% | 195,721 | $58M | $298.85 | $40M | +137,570 | +236.6% | |
| 12 | AVGO | 1.26% | 185,489 | $57M | $309.51 | -$8M | -4,177 | -2.2% | |
| 13 | GOOG | 1.21% | 191,829 | $55M | $286.86 | -$13M | -24,568 | -11.3% | |
| 14 | SPY | 1.17% | 81,615 | $53M | $652.14 | -$4M | -2,325 | -2.8% | |
| 15 | VT | 1.11% | 365,960 | $51M | $138.32 | $4M | +34,172 | +10.3% | |
| 16 | JPM | 1.09% | 169,233 | $50M | $294.16 | -$7M | -6,316 | -3.6% | |
| 17 | TSM | 1.09% | 146,733 | $50M | $338.89 | $5M | +788 | +0.5% | |
| 18 | META | 1.02% | 81,165 | $46M | $572.13 | -$8M | -1,646 | -2.0% | |
| 19 | BRK-B | 0.92% | 86,947 | $42M | $479.20 | -$5M | -4,964 | -5.4% | |
| 20 | IWB | 0.92% | 116,843 | $42M | $356.56 | -$2M | -619 | -0.5% | |
| 21 | IGF | 0.85% | 577,652 | $39M | $67.00 | $18M | +241,326 | +71.8% | |
| 22 | TSLA | 0.85% | 103,514 | $38M | $371.75 | -$7M | +3,182 | +3.2% | |
| 23 | LLY | 0.79% | 39,217 | $36M | $919.77 | -$8M | -1,908 | -4.6% | |
| 24 | EFA | 0.70% | 327,293 | $32M | $97.13 | -$671K | -10,741 | -3.2% | |
| 25 | IVW | 0.69% | 275,902 | $31M | $113.11 | -$3M | -32 | -0.0% | |
| 26 | VOO | 0.68% | 51,710 | $31M | $597.57 | $6M | +12,203 | +30.9% | |
| 27 | MUB | 0.63% | 271,681 | $29M | $106.15 | $2M | +17,376 | +6.8% | |
| 28 | V | 0.62% | 93,344 | $28M | $302.24 | -$6M | -3,503 | -3.6% | |
| 29 | IWV | 0.58% | 70,889 | $26M | $370.68 | -$2M | -996 | -1.4% | |
| 30 | VB | 0.57% | 98,182 | $26M | $261.92 | $3M | +9,313 | +10.5% | |
| 31 | JNJ | 0.56% | 104,108 | $25M | $244.44 | $2M | -7,215 | -6.5% | |
| 32 | COST | 0.54% | 24,858 | $25M | $996.48 | $3M | -369 | -1.5% | |
| 33 | XONA.DE | 0.52% | 139,738 | $24M | $169.66 | $5M | -13,907 | -9.1% | |
| 34 | VXUS | 0.52% | 305,684 | $24M | $77.11 | $7M | +82,793 | +37.1% | |
| 35 | HD | 0.51% | 70,429 | $23M | $328.89 | -$3M | -5,935 | -7.8% | |
| 36 | GS | 0.50% | 27,073 | $23M | $845.98 | -$1M | -546 | -2.0% | |
| 37 | BND | 0.47% | 291,378 | $21M | $73.64 | $8M | +116,097 | +66.2% | |
| 38 | AMAT | 0.44% | 58,954 | $20M | $341.79 | $5M | +297 | +0.5% | |
| 39 | WMT | 0.44% | 160,368 | $20M | $124.53 | $2M | -3,959 | -2.4% | |
| 40 | ASML | 0.44% | 15,087 | $20M | $1,320.83 | $3M | -1,178 | -7.2% | |
| 41 | NFLX | 0.44% | 206,117 | $20M | $96.15 | -$209K | -7,483 | -3.5% | |
| 42 | PHYS | 0.42% | 542,013 | $19M | $35.44 | $432K | -26,630 | -4.7% | |
| 43 | MA | 0.42% | 38,427 | $19M | $499.66 | -$4M | -2,479 | -6.1% | |
| 44 | CMC | 0.37% | 273,220 | $17M | $61.43 | -$3M | -8,710 | -3.1% | |
| 45 | ABBV | 0.35% | 73,157 | $16M | $217.49 | -$1M | -2,955 | -3.9% | |
| 46 | CVX | 0.34% | 74,330 | $15M | $206.90 | $3M | -7,014 | -8.6% | |
| 47 | ABT | 0.34% | 149,408 | $15M | $102.67 | -$3M | +1,165 | +0.8% | |
| 48 | IBM | 0.33% | 62,498 | $15M | $242.39 | -$5M | -7,001 | -10.1% | |
| 49 | BAC | 0.33% | 310,683 | $15M | $48.75 | -$2M | -1,067 | -0.3% | |
| 50 | AMD | 0.33% | 73,475 | $15M | $203.43 | -$930K | -662 | -0.9% | |
| 51 | CAT | 0.32% | 20,820 | $15M | $708.45 | $3M | -156 | -0.7% | |
| 52 | MU | 0.32% | 43,307 | $15M | $337.99 | $2M | -533 | -1.2% | |
| 53 | PG | 0.32% | 101,118 | $15M | $144.44 | -$2M | -11,467 | -10.2% | |
| 54 | CSCO | 0.32% | 187,923 | $15M | $77.59 | $621K | +6,691 | +3.7% | |
| 55 | IVV | 0.31% | 21,557 | $14M | $653.24 | -$142K | +790 | +3.8% | |
| 56 | ORCL | 0.31% | 95,437 | $14M | $147.11 | -$5M | -2,531 | -2.6% | |
| 57 | LRCX | 0.30% | 64,251 | $14M | $213.91 | $3M | +4,407 | +7.4% | |
| 58 | IVE | 0.30% | 64,177 | $14M | $211.15 | -$163K | -491 | -0.8% | |
| 59 | GE | 0.29% | 46,113 | $13M | $284.24 | -$1M | -919 | -1.9% | |
| 60 | MRK | 0.27% | 103,050 | $12M | $121.13 | -$1M | -26,308 | -20.3% | |
| 61 | AGG | 0.26% | 119,036 | $12M | $99.27 | $6M | +60,183 | +102.3% | |
| 62 | INTU | 0.26% | 27,121 | $12M | $432.38 | -$7M | -1,164 | -4.1% | |
| 63 | TJX | 0.25% | 71,990 | $11M | $159.70 | $487K | +316 | +0.4% | |
| 64 | GEV | 0.25% | 13,103 | $11M | $873.40 | $3M | +23 | +0.2% | |
| 65 | NVS | 0.23% | 69,383 | $11M | $152.75 | $1M | +271 | +0.4% | |
| 66 | MCD | 0.23% | 33,905 | $11M | $310.79 | -$680K | -2,798 | -7.6% | |
| 67 | KO | 0.23% | 134,339 | $10M | $76.58 | $892K | -61 | -0.1% | |
| 68 | AXP | 0.22% | 33,161 | $10M | $302.48 | -$3M | -1,189 | -3.5% | |
| 69 | MS | 0.22% | 60,722 | $10M | $164.57 | -$709K | +438 | +0.7% | |
| 70 | PLTR | 0.22% | 68,303 | $10M | $146.28 | -$2M | +1,711 | +2.6% | |
| 71 | AZN | 0.22% | 50,631 | $10M | $197.22 | — | +50,631 | — | NEW |
| 72 | IWM | 0.22% | 39,995 | $10M | $248.00 | $1M | +5,219 | +15.0% | |
| 73 | AMGN | 0.21% | 26,809 | $9M | $351.87 | $511K | -449 | -1.6% | |
| 74 | ETN | 0.20% | 25,713 | $9M | $357.67 | $777K | -723 | -2.7% | |
| 75 | NEE | 0.20% | 98,575 | $9M | $92.88 | $776K | -5,811 | -5.6% | |
| 76 | MCK | 0.19% | 10,138 | $9M | $866.18 | $1M | +1,120 | +12.4% | |
| 77 | UNH | 0.19% | 31,641 | $9M | $270.59 | -$3M | -4,264 | -11.9% | |
| 78 | RTX | 0.19% | 44,249 | $9M | $192.90 | -$211K | -3,441 | -7.2% | |
| 79 | HSBC | 0.19% | 99,451 | $8M | $84.72 | $755K | +1,941 | +2.0% | |
| 80 | PEP | 0.18% | 53,079 | $8M | $155.29 | -$468K | -7,013 | -11.7% | |
| 81 | KB | 0.18% | 80,585 | $8M | $100.78 | $1M | +3,412 | +4.4% | |
| 82 | CRM | 0.18% | 42,820 | $8M | $186.67 | -$4M | -2,495 | -5.5% | |
| 83 | SPGI | 0.17% | 18,683 | $8M | $425.34 | -$2M | -1,241 | -6.2% | |
| 84 | BKNG | 0.17% | 1,879 | $8M | $4,210.34 | -$3M | -201 | -9.7% | |
| 85 | KLAC | 0.17% | 5,369 | $8M | $1,472.68 | $1M | +43 | +0.8% | |
| 86 | ADI | 0.17% | 24,811 | $8M | $318.14 | $434K | -2,695 | -9.8% | |
| 87 | ANET | 0.17% | 61,350 | $8M | $122.78 | -$664K | -1,201 | -1.9% | |
| 88 | LIN | 0.16% | 15,109 | $7M | $495.76 | $457K | -1,387 | -8.4% | |
| 89 | DIS | 0.16% | 77,289 | $7M | $96.38 | -$2M | -3,216 | -4.0% | |
| 90 | TMO | 0.16% | 15,117 | $7M | $492.00 | -$2M | -808 | -5.1% | |
| 91 | PM | 0.16% | 44,335 | $7M | $166.81 | $163K | -344 | -0.8% | |
| 92 | IJH | 0.16% | 108,997 | $7M | $67.53 | -$778K | -14,322 | -11.6% | |
| 93 | PCAR | 0.16% | 63,381 | $7M | $115.50 | $1M | +8,494 | +15.5% | |
| 94 | BNY | 0.16% | 60,677 | $7M | $118.63 | $252K | +843 | +1.4% | |
| 95 | IWF | 0.16% | 16,879 | $7M | $426.41 | -$1M | -553 | -3.2% | |
| 96 | UNP | 0.16% | 29,346 | $7M | $242.62 | -$171K | -2,174 | -6.9% | |
| 97 | APH | 0.15% | 55,483 | $7M | $126.61 | -$771K | -2,099 | -3.6% | |
| 98 | TXN | 0.15% | 36,142 | $7M | $194.14 | $862K | +664 | +1.9% | |
| 99 | DE | 0.15% | 12,169 | $7M | $564.92 | $1M | -9 | -0.1% | |
| 100 | LOW | 0.15% | 28,963 | $7M | $236.28 | -$18K | +511 | +1.8% |