Asset Manager
← All Institutions
Laird Norton Wetherby Wealth Management, LLC
Market Value
$0
-100.0%
Holdings
909
-41
New Purchases
0
Added To
0
Closed
909
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 77 | $0 | 0% |
| Large Cap | 654 | $0 | 0% |
| Mid Cap | 130 | $0 | 0% |
| Small Cap | 36 | $0 | 0% |
| Micro Cap | 12 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$107.5B
Median Market Cap
$33.0B
Avg P/E
31.3
Median P/E
22.3
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
749
# ETFs / Funds
160
Top Holdings (909 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NFG | —% | — | — | — | -$300K | -3,253 | -100.0% | SOLD |
| 2 | PAC | —% | — | — | — | -$334K | -1,409 | -100.0% | SOLD |
| 3 | ABT | —% | — | — | — | -$9M | -65,624 | -100.0% | SOLD |
| 4 | T | —% | — | — | — | -$4M | -129,161 | -100.0% | SOLD |
| 5 | YUM | —% | — | — | — | -$1M | -7,329 | -100.0% | SOLD |
| 6 | AVB | —% | — | — | — | -$573K | -2,964 | -100.0% | SOLD |
| 7 | BDX | —% | — | — | — | -$889K | -4,749 | -100.0% | SOLD |
| 8 | FMX | —% | — | — | — | -$252K | -2,553 | -100.0% | SOLD |
| 9 | NVT | —% | — | — | — | -$1M | -10,694 | -100.0% | SOLD |
| 10 | EXPD | —% | — | — | — | -$592K | -4,826 | -100.0% | SOLD |
| 11 | ALB | —% | — | — | — | -$391K | -4,821 | -100.0% | SOLD |
| 12 | AMP | —% | — | — | — | -$2M | -4,000 | -100.0% | SOLD |
| 13 | AIZ | —% | — | — | — | -$632K | -2,919 | -100.0% | SOLD |
| 14 | HPE | —% | — | — | — | -$1M | -46,814 | -100.0% | SOLD |
| 15 | ATR | —% | — | — | — | -$437K | -3,273 | -100.0% | SOLD |
| 16 | GLW | —% | — | — | — | -$2M | -20,749 | -100.0% | SOLD |
| 17 | ARW | —% | — | — | — | -$470K | -3,887 | -100.0% | SOLD |
| 18 | WDI | —% | — | — | — | -$168K | -11,400 | -100.0% | SOLD |
| 19 | CB | —% | — | — | — | -$3M | -8,863 | -100.0% | SOLD |
| 20 | DIS | —% | — | — | — | -$6M | -51,346 | -100.0% | SOLD |
| 21 | CVX | —% | — | — | — | -$5M | -35,152 | -100.0% | SOLD |
| 22 | TMHC | —% | — | — | — | -$394K | -5,970 | -100.0% | SOLD |
| 23 | DY | —% | — | — | — | -$272K | -932 | -100.0% | SOLD |
| 24 | ED | —% | — | — | — | -$753K | -7,493 | -100.0% | SOLD |
| 25 | LYV | —% | — | — | — | -$366K | -2,239 | -100.0% | SOLD |
| 26 | GWRE | —% | — | — | — | -$380K | -1,652 | -100.0% | SOLD |
| 27 | ASX | —% | — | — | — | -$2M | -188,734 | -100.0% | SOLD |
| 28 | DECK | —% | — | — | — | -$226K | -2,227 | -100.0% | SOLD |
| 29 | FDX | —% | — | — | — | -$1M | -4,576 | -100.0% | SOLD |
| 30 | ACRE | —% | — | — | — | -$234K | -51,801 | -100.0% | SOLD |
| 31 | EMD | —% | — | — | — | -$185K | -17,892 | -100.0% | SOLD |
| 32 | ALL | —% | — | — | — | -$2M | -9,434 | -100.0% | SOLD |
| 33 | OC | —% | — | — | — | -$1M | -9,567 | -100.0% | SOLD |
| 34 | JHG | —% | — | — | — | -$207K | -4,643 | -100.0% | SOLD |
| 35 | UBER | —% | — | — | — | -$3M | -30,321 | -100.0% | SOLD |
| 36 | HMC | —% | — | — | — | -$434K | -14,093 | -100.0% | SOLD |
| 37 | CVS | —% | — | — | — | -$938K | -12,443 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$1M | -6,407 | -100.0% | SOLD |
| 39 | ACN | —% | — | — | — | -$6M | -25,097 | -100.0% | SOLD |
| 40 | NOW | —% | — | — | — | -$6M | -6,573 | -100.0% | SOLD |
| 41 | TSLX | —% | — | — | — | -$263K | -11,514 | -100.0% | SOLD |
| 42 | WY | —% | — | — | — | -$268K | -10,817 | -100.0% | SOLD |
| 43 | ADX | —% | — | — | — | -$294K | -13,203 | -100.0% | SOLD |
| 44 | LHX | —% | — | — | — | -$1M | -3,716 | -100.0% | SOLD |
| 45 | AEM | —% | — | — | — | -$1M | -7,171 | -100.0% | SOLD |
| 46 | BMY | —% | — | — | — | -$2M | -40,994 | -100.0% | SOLD |
| 47 | XOM | —% | — | — | — | -$8M | -69,207 | -100.0% | SOLD |
| 48 | NOK | —% | — | — | — | -$859K | -178,505 | -100.0% | SOLD |
| 49 | BBVA | —% | — | — | — | -$1M | -74,735 | -100.0% | SOLD |
| 50 | CFG | —% | — | — | — | -$287K | -5,403 | -100.0% | SOLD |
| 51 | IQV | —% | — | — | — | -$365K | -1,923 | -100.0% | SOLD |
| 52 | AMT | —% | — | — | — | -$2M | -12,468 | -100.0% | SOLD |
| 53 | CMG | —% | — | — | — | -$964K | -24,598 | -100.0% | SOLD |
| 54 | HWM | —% | — | — | — | -$2M | -8,546 | -100.0% | SOLD |
| 55 | PSX | —% | — | — | — | -$2M | -11,347 | -100.0% | SOLD |
| 56 | ZTS | —% | — | — | — | -$1M | -7,164 | -100.0% | SOLD |
| 57 | THG | —% | — | — | — | -$228K | -1,257 | -100.0% | SOLD |
| 58 | NTR | —% | — | — | — | -$243K | -4,146 | -100.0% | SOLD |
| 59 | AIG | —% | — | — | — | -$724K | -9,222 | -100.0% | SOLD |
| 60 | VEEV | —% | — | — | — | -$731K | -2,453 | -100.0% | SOLD |
| 61 | D | —% | — | — | — | -$510K | -8,336 | -100.0% | SOLD |
| 62 | DLR | —% | — | — | — | -$2M | -9,290 | -100.0% | SOLD |
| 63 | HUBS | —% | — | — | — | -$232K | -496 | -100.0% | SOLD |
| 64 | B | —% | — | — | — | -$774K | -23,607 | -100.0% | SOLD |
| 65 | HLT | —% | — | — | — | -$3M | -11,587 | -100.0% | SOLD |
| 66 | WES | —% | — | — | — | -$293K | -7,450 | -100.0% | SOLD |
| 67 | RELX | —% | — | — | — | -$3M | -63,897 | -100.0% | SOLD |
| 68 | KEYS | —% | — | — | — | -$1M | -8,137 | -100.0% | SOLD |
| 69 | SE | —% | — | — | — | -$1M | -6,266 | -100.0% | SOLD |
| 70 | APD | —% | — | — | — | -$1M | -5,356 | -100.0% | SOLD |
| 71 | ZBH | —% | — | — | — | -$329K | -3,338 | -100.0% | SOLD |
| 72 | CX | —% | — | — | — | -$598K | -66,541 | -100.0% | SOLD |
| 73 | TRGP | —% | — | — | — | -$2M | -11,117 | -100.0% | SOLD |
| 74 | REXR | —% | — | — | — | -$261K | -6,344 | -100.0% | SOLD |
| 75 | AON | —% | — | — | — | -$2M | -5,594 | -100.0% | SOLD |
| 76 | MUSA | —% | — | — | — | -$240K | -617 | -100.0% | SOLD |
| 77 | TME | —% | — | — | — | -$1M | -64,137 | -100.0% | SOLD |
| 78 | CARR | —% | — | — | — | -$1M | -20,587 | -100.0% | SOLD |
| 79 | BAP | —% | — | — | — | -$525K | -1,971 | -100.0% | SOLD |
| 80 | STLA | —% | — | — | — | -$293K | -31,369 | -100.0% | SOLD |
| 81 | LYB | —% | — | — | — | -$335K | -6,826 | -100.0% | SOLD |
| 82 | VICI | —% | — | — | — | -$287K | -8,793 | -100.0% | SOLD |
| 83 | ANET | —% | — | — | — | -$8M | -57,171 | -100.0% | SOLD |
| 84 | VOYA | —% | — | — | — | -$308K | -4,120 | -100.0% | SOLD |
| 85 | GE | —% | — | — | — | -$6M | -19,355 | -100.0% | SOLD |
| 86 | THQ | —% | — | — | — | -$211K | -12,200 | -100.0% | SOLD |
| 87 | SNOW | —% | — | — | — | -$289K | -1,282 | -100.0% | SOLD |
| 88 | NEE | —% | — | — | — | -$3M | -35,893 | -100.0% | SOLD |
| 89 | BN | —% | — | — | — | -$2M | -33,027 | -100.0% | SOLD |
| 90 | FMC | —% | — | — | — | -$249K | -7,410 | -100.0% | SOLD |
| 91 | WST | —% | — | — | — | -$644K | -2,454 | -100.0% | SOLD |
| 92 | ICE | —% | — | — | — | -$2M | -11,676 | -100.0% | SOLD |
| 93 | TWLO | —% | — | — | — | -$343K | -3,431 | -100.0% | SOLD |
| 94 | AFL | —% | — | — | — | -$3M | -24,045 | -100.0% | SOLD |
| 95 | CVE | —% | — | — | — | -$1M | -81,785 | -100.0% | SOLD |
| 96 | ICL | —% | — | — | — | -$447K | -71,298 | -100.0% | SOLD |
| 97 | WMS | —% | — | — | — | -$420K | -3,027 | -100.0% | SOLD |
| 98 | GIB | —% | — | — | — | -$465K | -5,213 | -100.0% | SOLD |
| 99 | FNV | —% | — | — | — | -$265K | -1,190 | -100.0% | SOLD |
| 100 | NXDR | —% | — | — | — | -$2M | -722,489 | -100.0% | SOLD |
Options Breakdown
1 Calls
$0 Call Value
0 Puts
$0 Put Value
Top Calls
| Symbol | Shares | Value | Status |
|---|---|---|---|
| SPY | — | $0 | SOLD |