Asset Manager
← All Institutions
Laird Norton Wetherby Trust Company, LLC
Market Value
$5.2B
+13.8%
Holdings
1,042
-1
New Purchases
75
Added To
412
Closed
37
Reduced
464
Top 10 Concentration
33.8%
Turnover
10.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MU | 1.04% | 0.32% | +0.72% | $54M |
| AMD | 0.83% | 0.33% | +0.50% | $43M |
| AMAT | 0.82% | 0.44% | +0.38% | $43M |
| TSM | 1.35% | 1.09% | +0.26% | $70M |
| INTC | 0.37% | 0.12% | +0.25% | $19M |
| LRCX | 0.54% | 0.30% | +0.24% | $28M |
| GOOGL | 2.19% | 2.00% | +0.19% | $113M |
| UMC | 0.25% | 0.09% | +0.16% | $13M |
| KLAC | 0.32% | 0.17% | +0.15% | $17M |
| ASML | 0.58% | 0.44% | +0.14% | $30M |
| ASX | 0.26% | 0.14% | +0.12% | $14M |
| CSCO | 0.43% | 0.32% | +0.11% | $22M |
| CAT | 0.44% | 0.32% | +0.11% | $23M |
| PANW | 0.25% | 0.14% | +0.11% | $13M |
| LLY | 0.90% | 0.79% | +0.11% | $47M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 5.20% | 5.93% | -0.73% | $269M |
| BRK-A | 2.20% | 2.40% | -0.20% | $114M |
| NFLX | 0.28% | 0.44% | -0.16% | $14M |
| META | 0.87% | 1.02% | -0.15% | $45M |
| XONA.DE | 0.37% | 0.52% | -0.15% | $19M |
| INTU | 0.12% | 0.26% | -0.14% | $6M |
| BRK-B | 0.78% | 0.92% | -0.13% | $40M |
| PHYS | 0.29% | 0.42% | -0.13% | $15M |
| ABT | 0.22% | 0.34% | -0.12% | $11M |
| COST | 0.44% | 0.54% | -0.11% | $23M |
| CVX | 0.24% | 0.34% | -0.10% | $12M |
| WMT | 0.35% | 0.44% | -0.08% | $18M |
| PLTR | 0.14% | 0.22% | -0.07% | $8M |
| CRM | 0.11% | 0.18% | -0.07% | $5M |
| JNJ | 0.49% | 0.56% | -0.07% | $26M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 84 | $3.0B | 58.0% |
| Large Cap | 744 | $2.0B | 38.8% |
| Mid Cap | 175 | $143M | 2.8% |
| Small Cap | 24 | $13M | 0.2% |
| Micro Cap | 15 | $10M | 0.2% |
Portfolio Analytics
Avg Market Cap
$103.3B
Median Market Cap
$26.5B
Avg P/E
29.6
Median P/E
20.3
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
905
# ETFs / Funds
137
Top Holdings (1,042 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | 5.61% | 785,489 | $291M | $370.04 | $38M | -3,553 | -0.5% | |
| 2 | AAPL | 5.21% | 932,790 | $270M | $289.36 | $34M | +4,493 | +0.5% | |
| 3 | MSFT | 5.20% | 722,087 | $269M | $372.88 | -$456K | -6,509 | -0.9% | |
| 4 | NVDA | 4.11% | 1,064,152 | $213M | $200.09 | $25M | -12,289 | -1.1% | |
| 5 | VEA | 2.64% | 1,920,532 | $137M | $71.25 | $16M | +29,586 | +1.6% | |
| 6 | VEU | 2.40% | 1,483,276 | $124M | $83.75 | $12M | -9,865 | -0.7% | |
| 7 | BRK-A | 2.20% | 152 | $114M | $748,850.00 | $5M | — | — | |
| 8 | GOOGL | 2.19% | 316,925 | $113M | $357.37 | $22M | +636 | +0.2% | |
| 9 | VWO | 2.17% | 1,882,546 | $112M | $59.69 | $11M | +11,879 | +0.6% | |
| 10 | AMZN | 2.07% | 449,181 | $107M | $238.34 | $12M | -7,032 | -1.5% | |
| 11 | AVGO | 1.36% | 186,421 | $70M | $377.75 | $13M | +932 | +0.5% | |
| 12 | TSM | 1.35% | 146,102 | $70M | $478.51 | $20M | -631 | -0.4% | |
| 13 | VV | 1.31% | 197,038 | $68M | $343.91 | $9M | +1,317 | +0.7% | |
| 14 | GOOG | 1.28% | 187,408 | $66M | $353.33 | $11M | -4,421 | -2.3% | |
| 15 | VT | 1.21% | 399,362 | $63M | $156.95 | $12M | +33,402 | +9.1% | |
| 16 | SPY | 1.18% | 81,364 | $61M | $748.67 | $8M | -251 | -0.3% | |
| 17 | JPM | 1.06% | 167,828 | $55M | $327.33 | $5M | -1,405 | -0.8% | |
| 18 | MU | 1.04% | 46,558 | $54M | $1,154.28 | $39M | +3,251 | +7.5% | |
| 19 | IWB | 0.92% | 116,034 | $48M | $409.50 | $6M | -809 | -0.7% | |
| 20 | LLY | 0.90% | 38,934 | $47M | $1,199.43 | $11M | -283 | -0.7% | |
| 21 | META | 0.87% | 80,141 | $45M | $563.29 | -$1M | -1,024 | -1.3% | |
| 22 | IGF | 0.83% | 647,638 | $43M | $66.60 | $4M | +69,986 | +12.1% | |
| 23 | AMD | 0.83% | 73,749 | $43M | $580.91 | $28M | +274 | +0.4% | |
| 24 | AMAT | 0.82% | 58,978 | $43M | $723.00 | $22M | +24 | +0.0% | |
| 25 | TSLA | 0.82% | 100,569 | $42M | $420.60 | $4M | -2,945 | -2.9% | |
| 26 | BRK-B | 0.78% | 80,917 | $40M | $500.39 | -$1M | -6,030 | -6.9% | |
| 27 | IVW | 0.73% | 275,850 | $38M | $137.53 | $7M | -52 | -0.0% | |
| 28 | VOO | 0.72% | 54,420 | $37M | $686.81 | $6M | +2,710 | +5.2% | |
| 29 | EFA | 0.66% | 328,250 | $34M | $103.88 | $2M | +957 | +0.3% | |
| 30 | V | 0.61% | 91,532 | $31M | $343.09 | $3M | -1,812 | -1.9% | |
| 31 | ASML | 0.58% | 15,139 | $30M | $1,989.44 | $10M | +52 | +0.3% | |
| 32 | MUB | 0.57% | 276,304 | $30M | $107.62 | $897K | +4,623 | +1.7% | |
| 33 | VB | 0.56% | 95,164 | $29M | $303.12 | $3M | -3,018 | -3.1% | |
| 34 | IWV | 0.55% | 66,920 | $29M | $426.40 | $2M | -3,969 | -5.6% | |
| 35 | GS | 0.54% | 27,679 | $28M | $1,011.36 | $5M | +606 | +2.2% | |
| 36 | LRCX | 0.54% | 64,446 | $28M | $433.59 | $14M | +195 | +0.3% | |
| 37 | VXUS | 0.50% | 300,174 | $26M | $85.49 | $2M | -5,510 | -1.8% | |
| 38 | JNJ | 0.49% | 100,512 | $26M | $253.97 | $79K | -3,596 | -3.5% | |
| 39 | HD | 0.47% | 68,450 | $24M | $352.68 | $978K | -1,979 | -2.8% | |
| 40 | BND | 0.45% | 320,418 | $24M | $73.41 | $2M | +29,040 | +10.0% | |
| 41 | COST | 0.44% | 24,306 | $23M | $935.47 | -$2M | -552 | -2.2% | |
| 42 | CAT | 0.44% | 21,249 | $23M | $1,064.88 | $8M | +429 | +2.1% | |
| 43 | CSCO | 0.43% | 191,053 | $22M | $117.46 | $8M | +3,130 | +1.7% | |
| 44 | XONA.DE | 0.37% | 141,456 | $19M | $136.72 | -$4M | +1,718 | +1.2% | |
| 45 | INTC | 0.37% | 135,391 | $19M | $139.63 | $14M | +13,678 | +11.2% | |
| 46 | MA | 0.36% | 36,650 | $19M | $513.60 | -$377K | -1,777 | -4.6% | |
| 47 | WMT | 0.35% | 162,214 | $18M | $113.26 | -$2M | +1,846 | +1.1% | |
| 48 | ABBV | 0.35% | 71,949 | $18M | $251.64 | $2M | -1,208 | -1.6% | |
| 49 | IBM | 0.34% | 62,891 | $18M | $281.21 | $3M | +393 | +0.6% | |
| 50 | BAC | 0.34% | 305,799 | $17M | $56.98 | $2M | -4,884 | -1.6% | |
| 51 | GE | 0.34% | 46,478 | $17M | $373.73 | $4M | +365 | +0.8% | |
| 52 | CMC | 0.33% | 273,167 | $17M | $62.75 | $357K | -53 | -0.0% | |
| 53 | KLAC | 0.32% | 54,730 | $17M | $301.71 | $9M | +49,361 | +919.4% | |
| 54 | IVV | 0.31% | 21,572 | $16M | $748.88 | $2M | +15 | +0.1% | |
| 55 | GEV | 0.30% | 13,288 | $16M | $1,175.36 | $4M | +185 | +1.4% | |
| 56 | PHYS | 0.29% | 496,231 | $15M | $30.17 | -$4M | -45,782 | -8.4% | |
| 57 | NFLX | 0.28% | 202,278 | $14M | $71.40 | -$5M | -3,839 | -1.9% | |
| 58 | ORCL | 0.28% | 98,020 | $14M | $146.55 | $325K | +2,583 | +2.7% | |
| 59 | IVE | 0.28% | 63,100 | $14M | $227.06 | $777K | -1,077 | -1.7% | |
| 60 | PG | 0.27% | 95,354 | $14M | $146.64 | -$623K | -5,764 | -5.7% | |
| 61 | UNH | 0.27% | 33,445 | $14M | $415.63 | $5M | +1,804 | +5.7% | |
| 62 | ASX | 0.26% | 301,761 | $14M | $45.12 | $7M | +6,219 | +2.1% | |
| 63 | IJH | 0.26% | 174,910 | $13M | $77.11 | $6M | +65,913 | +60.5% | |
| 64 | MRK | 0.26% | 102,602 | $13M | $129.35 | $789K | -448 | -0.4% | |
| 65 | PANW | 0.25% | 38,195 | $13M | $341.02 | $7M | -1,202 | -3.0% | |
| 66 | UMC | 0.25% | 476,903 | $13M | $27.21 | $9M | +15,351 | +3.3% | |
| 67 | MS | 0.24% | 60,596 | $13M | $209.04 | $3M | -126 | -0.2% | |
| 68 | CVX | 0.24% | 75,351 | $12M | $165.76 | -$3M | +1,021 | +1.4% | |
| 69 | AGG | 0.24% | 126,022 | $12M | $98.98 | $657K | +6,986 | +5.9% | |
| 70 | IWF | 0.24% | 98,815 | $12M | $124.17 | $5M | +81,936 | +485.4% | |
| 71 | IWM | 0.23% | 39,764 | $12M | $300.45 | $2M | -231 | -0.6% | |
| 72 | ABT | 0.22% | 123,809 | $11M | $90.74 | -$4M | -25,599 | -17.1% | |
| 73 | ETN | 0.21% | 25,930 | $11M | $426.12 | $2M | +217 | +0.8% | |
| 74 | TXN | 0.21% | 36,997 | $11M | $298.07 | $4M | +855 | +2.4% | |
| 75 | AXP | 0.21% | 32,545 | $11M | $338.25 | $978K | -616 | -1.9% | |
| 76 | KO | 0.21% | 132,594 | $11M | $81.80 | $559K | -1,745 | -1.3% | |
| 77 | TJX | 0.21% | 70,913 | $11M | $151.50 | -$753K | -1,077 | -1.5% | |
| 78 | NVS | 0.20% | 67,193 | $11M | $156.72 | -$68K | -2,190 | -3.2% | |
| 79 | GLW | 0.19% | 39,295 | $10M | $255.43 | $5M | +3,674 | +10.3% | |
| 80 | ANET | 0.19% | 58,334 | $10M | $169.88 | $2M | -3,016 | -4.9% | |
| 81 | APH | 0.19% | 54,992 | $10M | $176.57 | $3M | -491 | -0.9% | |
| 82 | KB | 0.19% | 92,433 | $10M | $104.96 | $2M | +11,848 | +14.7% | |
| 83 | ADI | 0.19% | 24,252 | $10M | $397.17 | $2M | -559 | -2.2% | |
| 84 | AMGN | 0.19% | 26,513 | $10M | $362.12 | $168K | -296 | -1.1% | |
| 85 | DELL | 0.18% | 22,003 | $9M | $431.46 | $6M | -843 | -3.7% | |
| 86 | AZN | 0.18% | 49,857 | $9M | $189.62 | -$532K | -774 | -1.5% | |
| 87 | STX | 0.18% | 9,735 | $9M | $965.75 | $5M | -274 | -2.7% | |
| 88 | HSBC | 0.18% | 98,141 | $9M | $95.09 | $906K | -1,310 | -1.3% | |
| 89 | MCD | 0.17% | 31,793 | $9M | $270.31 | -$2M | -2,112 | -6.2% | |
| 90 | CMI | 0.16% | 11,917 | $8M | $713.21 | $2M | -115 | -1.0% | |
| 91 | UBS | 0.16% | 170,971 | $8M | $49.56 | $2M | +4,928 | +3.0% | |
| 92 | RY | 0.16% | 40,824 | $8M | $206.97 | $2M | -685 | -1.6% | |
| 93 | NEE | 0.16% | 96,188 | $8M | $87.77 | -$713K | -2,387 | -2.4% | |
| 94 | BNY | 0.16% | 57,725 | $8M | $144.61 | $1M | -2,952 | -4.9% | |
| 95 | RTX | 0.16% | 43,397 | $8M | $189.73 | -$302K | -852 | -1.9% | |
| 96 | QCOM | 0.16% | 43,949 | $8M | $184.79 | $2M | -3,797 | -8.0% | |
| 97 | IEMG | 0.16% | 97,621 | $8M | $82.84 | $1M | +3 | — | |
| 98 | BKNG | 0.16% | 45,316 | $8M | $178.24 | $166K | +43,437 | +2311.7% | |
| 99 | PM | 0.15% | 44,002 | $8M | $182.38 | $629K | -333 | -0.8% | |
| 100 | LIN | 0.15% | 15,316 | $8M | $518.94 | $458K | +207 | +1.4% |