Asset Manager
← All Institutions
Laird Norton Wetherby Wealth Management, LLC
Market Value
$2.4B
+17.2%
Holdings
956
+17
New Purchases
41
Added To
477
Closed
41
Reduced
308
Top 10 Concentration
33.9%
Turnover
8.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| NVDA | 5.42% | 4.42% | +1.00% | $131M |
| MSFT | 5.31% | 4.70% | +0.61% | $128M |
| IGF | 0.41% | 0.00% | +0.41% | $10M |
| AVGO | 1.30% | 0.95% | +0.35% | $31M |
| GOOGL | 2.32% | 2.05% | +0.26% | $56M |
| JPM | 1.24% | 1.03% | +0.21% | $30M |
| ORCL | 0.68% | 0.47% | +0.21% | $16M |
| TSM | 1.23% | 1.04% | +0.20% | $30M |
| SNX | 0.17% | 0.02% | +0.16% | $4M |
| NFLX | 1.12% | 0.97% | +0.15% | $27M |
| PLTR | 0.20% | 0.07% | +0.13% | $5M |
| AVEM | 0.12% | 0.00% | +0.12% | $3M |
| GOOG | 0.93% | 0.82% | +0.11% | $22M |
| JNJ | 0.65% | 0.54% | +0.11% | $16M |
| VEA | 1.81% | 1.70% | +0.11% | $44M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 6.72% | 8.04% | -1.32% | $162M |
| AMZN | 2.95% | 3.47% | -0.52% | $71M |
| VT | 1.14% | 1.51% | -0.37% | $28M |
| MRK | 0.28% | 0.59% | -0.31% | $7M |
| UNH | 0.31% | 0.56% | -0.25% | $8M |
| ACN | 0.26% | 0.50% | -0.24% | $6M |
| NVO | 0.18% | 0.40% | -0.21% | $4M |
| CRM | 0.29% | 0.45% | -0.15% | $7M |
| VTI | 4.29% | 4.43% | -0.14% | $104M |
| PG | 0.30% | 0.43% | -0.12% | $7M |
| COST | 0.50% | 0.62% | -0.12% | $12M |
| ADBE | 0.20% | 0.31% | -0.11% | $5M |
| LLY | 0.80% | 0.91% | -0.10% | $19M |
| DHR | 0.14% | 0.24% | -0.10% | $3M |
| OMC | 0.07% | 0.16% | -0.10% | $2M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 80 | $1.4B | 56.6% |
| Large Cap | 658 | $939M | 38.9% |
| Mid Cap | 152 | $91M | 3.8% |
| Small Cap | 46 | $13M | 0.5% |
| Micro Cap | 20 | $7M | 0.3% |
Portfolio Analytics
Avg Market Cap
$107.0B
Median Market Cap
$30.5B
Avg P/E
28.0
Median P/E
20.1
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
781
# ETFs / Funds
175
Top Holdings (956 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 6.72% | 637,536 | $162M | $254.63 | $28M | -15,745 | -2.4% | |
| 2 | NVDA | 5.42% | 702,070 | $131M | $186.58 | $21M | +7,920 | +1.1% | |
| 3 | MSFT | 5.31% | 247,697 | $128M | $517.95 | $12M | +13,023 | +5.5% | |
| 4 | VTI | 4.29% | 316,036 | $104M | $328.17 | $7M | -671 | -0.2% | |
| 5 | AMZN | 2.95% | 324,617 | $71M | $219.57 | $403K | +1,571 | +0.5% | |
| 6 | GOOGL | 2.32% | 230,156 | $56M | $243.10 | $15M | +89 | +0.0% | |
| 7 | META | 1.98% | 65,031 | $48M | $734.38 | $131K | +505 | +0.8% | |
| 8 | VEA | 1.81% | 728,234 | $44M | $59.92 | $2M | +3,283 | +0.5% | |
| 9 | SPY | 1.76% | 63,926 | $43M | $666.18 | $5M | +2,924 | +4.8% | |
| 10 | AVGO | 1.30% | 95,236 | $31M | $329.91 | $6M | +4,347 | +4.8% | |
| 11 | JPM | 1.24% | 95,143 | $30M | $315.43 | $3M | +574 | +0.6% | |
| 12 | TSM | 1.23% | 106,819 | $30M | $279.30 | $6M | +469 | +0.4% | |
| 13 | VT | 1.14% | 199,679 | $28M | $137.80 | $2M | -693 | -0.3% | |
| 14 | NFLX | 1.12% | 22,628 | $27M | $1,198.92 | -$3M | +282 | +1.3% | |
| 15 | TSLA | 1.01% | 55,128 | $25M | $444.72 | $8M | +1,808 | +3.4% | |
| 16 | GOOG | 0.93% | 92,184 | $22M | $243.55 | $7M | +5,425 | +6.2% | |
| 17 | LLY | 0.80% | 25,429 | $19M | $763.01 | -$94K | +419 | +1.7% | |
| 18 | V | 0.80% | 56,616 | $19M | $341.38 | -$193K | +1,636 | +3.0% | |
| 19 | ORCL | 0.68% | 58,387 | $16M | $281.24 | $4M | +1,974 | +3.5% | |
| 20 | CMC | 0.67% | 280,817 | $16M | $57.28 | $2M | -180 | -0.1% | |
| 21 | JNJ | 0.65% | 84,722 | $16M | $185.42 | $3M | -1,422 | -1.6% | |
| 22 | MA | 0.64% | 27,323 | $16M | $568.81 | $167K | -36 | -0.1% | |
| 23 | IVW | 0.56% | 112,123 | $14M | $120.72 | $1M | — | — | |
| 24 | HD | 0.54% | 32,013 | $13M | $405.20 | $1M | -215 | -0.7% | |
| 25 | VOO | 0.53% | 20,982 | $13M | $612.38 | $1M | +755 | +3.7% | |
| 26 | COST | 0.50% | 12,932 | $12M | $925.60 | -$821K | +11 | +0.1% | |
| 27 | WMT | 0.49% | 115,548 | $12M | $103.06 | $686K | +774 | +0.7% | |
| 28 | IVE | 0.49% | 57,033 | $12M | $206.51 | $1M | +2,356 | +4.3% | |
| 29 | ASML | 0.44% | 10,937 | $11M | $968.09 | $2M | -57 | -0.5% | |
| 30 | ABBV | 0.43% | 44,878 | $10M | $231.54 | $2M | +199 | +0.5% | |
| 31 | VWO | 0.42% | 188,261 | $10M | $54.18 | $979K | +1,836 | +1.0% | |
| 32 | IGF | 0.41% | 161,172 | $10M | $61.12 | $2M | +21,229 | +15.2% | |
| 33 | GS | 0.40% | 12,118 | $10M | $796.36 | $1M | +115 | +1.0% | |
| 34 | BAC | 0.38% | 179,777 | $9M | $51.59 | $828K | +1,272 | +0.7% | |
| 35 | IWB | 0.36% | 24,105 | $9M | $365.47 | $1M | +2,564 | +11.9% | |
| 36 | ABT | 0.36% | 65,624 | $9M | $133.94 | $440K | +4,237 | +6.9% | |
| 37 | ANET | 0.34% | 57,171 | $8M | $145.71 | $2M | -1,426 | -2.4% | |
| 38 | AXP | 0.33% | 23,919 | $8M | $332.16 | $438K | +386 | +1.6% | |
| 39 | CSCO | 0.33% | 115,155 | $8M | $68.42 | $7K | +1,694 | +1.5% | |
| 40 | XONA.DE | 0.32% | 69,207 | $8M | $112.75 | $567K | +2,084 | +3.1% | |
| 41 | BND | 0.32% | 103,160 | $8M | $74.37 | $164K | +1,196 | +1.2% | |
| 42 | UNH | 0.31% | 21,774 | $8M | $345.30 | $960K | +750 | +3.6% | |
| 43 | IWV | 0.31% | 19,729 | $7M | $378.93 | $94K | -1,303 | -6.2% | |
| 44 | PG | 0.30% | 47,896 | $7M | $153.65 | -$683K | -2,585 | -5.1% | |
| 45 | AMD | 0.30% | 44,242 | $7M | $161.79 | $859K | -148 | -0.3% | |
| 46 | CRM | 0.29% | 30,066 | $7M | $237.00 | -$740K | +1,220 | +4.2% | |
| 47 | SPGI | 0.29% | 14,574 | $7M | $486.71 | -$595K | -6 | -0.0% | |
| 48 | MRK | 0.28% | 81,536 | $7M | $83.93 | $272K | -1,476 | -1.8% | |
| 49 | INTU | 0.28% | 9,915 | $7M | $682.91 | -$982K | +71 | +0.7% | |
| 50 | SAP | 0.28% | 24,931 | $7M | $267.21 | -$1M | -296 | -1.2% | |
| 51 | SONY | 0.28% | 231,377 | $7M | $28.79 | $560K | -3,035 | -1.3% | |
| 52 | PEN | 0.27% | 25,525 | $6M | $253.32 | -$173K | -343 | -1.3% | |
| 53 | NVS | 0.26% | 49,685 | $6M | $128.24 | $325K | -279 | -0.6% | |
| 54 | ACN | 0.26% | 25,097 | $6M | $246.60 | -$2M | -2,382 | -8.7% | |
| 55 | MS | 0.25% | 38,657 | $6M | $158.96 | $847K | +1,044 | +2.8% | |
| 56 | NOW | 0.25% | 6,573 | $6M | $920.28 | -$663K | +44 | +0.7% | |
| 57 | AMAT | 0.25% | 29,001 | $6M | $204.74 | $511K | -639 | -2.2% | |
| 58 | MCD | 0.24% | 19,405 | $6M | $303.88 | $27K | -686 | -3.4% | |
| 59 | DIS | 0.24% | 51,346 | $6M | $114.50 | -$382K | +856 | +1.7% | |
| 60 | GE | 0.24% | 19,355 | $6M | $300.82 | $939K | +384 | +2.0% | |
| 61 | ETN | 0.24% | 15,553 | $6M | $374.24 | $490K | +622 | +4.2% | |
| 62 | TDG | 0.24% | 4,391 | $6M | $1,318.02 | -$887K | +2 | +0.1% | |
| 63 | QCOM | 0.23% | 34,082 | $6M | $166.36 | $264K | +141 | +0.4% | |
| 64 | KO | 0.23% | 85,034 | $6M | $66.32 | -$658K | -3,969 | -4.5% | |
| 65 | IBM | 0.23% | 19,725 | $6M | $282.16 | $105K | +1,199 | +6.5% | |
| 66 | CAT | 0.23% | 11,569 | $6M | $477.15 | $1M | +420 | +3.8% | |
| 67 | PEP | 0.23% | 39,137 | $5M | $140.44 | $576K | +1,872 | +5.0% | |
| 68 | CVX | 0.23% | 35,152 | $5M | $155.29 | $1M | +6,806 | +24.0% | |
| 69 | TJX | 0.22% | 37,245 | $5M | $144.54 | $807K | +189 | +0.5% | |
| 70 | UBS | 0.22% | 130,216 | $5M | $41.00 | $960K | +747 | +0.6% | |
| 71 | RTX | 0.22% | 31,680 | $5M | $167.33 | $926K | +1,718 | +5.7% | |
| 72 | LIN | 0.22% | 11,054 | $5M | $475.00 | -$63K | -272 | -2.4% | |
| 73 | ESGU | 0.21% | 35,437 | $5M | $145.60 | $368K | +25 | +0.1% | |
| 74 | IVV | 0.21% | 7,615 | $5M | $669.27 | $566K | +319 | +4.4% | |
| 75 | MDY | 0.21% | 8,425 | $5M | $596.00 | $699K | +795 | +10.4% | |
| 76 | SCHW | 0.21% | 52,564 | $5M | $95.47 | -$265K | -5,339 | -9.2% | |
| 77 | UNP | 0.20% | 20,812 | $5M | $236.37 | -$73K | -887 | -4.1% | |
| 78 | GILD | 0.20% | 44,133 | $5M | $111.00 | $136K | +1,171 | +2.7% | |
| 79 | PM | 0.20% | 29,988 | $5M | $162.20 | -$738K | -773 | -2.5% | |
| 80 | BKNG | 0.20% | 900 | $5M | $5,399.30 | -$229K | +21 | +2.4% | |
| 81 | JCI | 0.20% | 44,067 | $5M | $109.95 | $237K | +435 | +1.0% | |
| 82 | CBRE | 0.20% | 30,724 | $5M | $157.56 | $594K | +415 | +1.4% | |
| 83 | PLTR | 0.20% | 26,414 | $5M | $182.42 | $2M | +2,930 | +12.5% | |
| 84 | BNY | 0.20% | 43,713 | $5M | $108.96 | $898K | +1,289 | +3.0% | |
| 85 | TM | 0.20% | 24,821 | $5M | $191.09 | $306K | -935 | -3.6% | |
| 86 | ADBE | 0.20% | 13,378 | $5M | $352.74 | -$649K | -498 | -3.6% | |
| 87 | EFA | 0.19% | 50,146 | $5M | $93.37 | $243K | +490 | +1.0% | |
| 88 | KB | 0.19% | 56,094 | $5M | $82.91 | $30K | +149 | +0.3% | |
| 89 | AMGN | 0.19% | 15,949 | $5M | $282.20 | -$57 | -171 | -1.1% | |
| 90 | NVO | 0.18% | 80,517 | $4M | $55.49 | -$2M | -11,442 | -12.4% | |
| 91 | ING | 0.18% | 171,280 | $4M | $26.08 | $757K | +1,642 | +1.0% | |
| 92 | ADP | 0.18% | 15,179 | $4M | $293.51 | -$214K | +41 | +0.3% | |
| 93 | WFC | 0.18% | 52,885 | $4M | $83.82 | $368K | +2,150 | +4.2% | |
| 94 | MSI | 0.18% | 9,685 | $4M | $457.30 | $305K | -123 | -1.2% | |
| 95 | LOW | 0.18% | 17,477 | $4M | $251.31 | $770K | +1,151 | +7.0% | |
| 96 | ACWX | 0.18% | 66,533 | $4M | $65.01 | -$166K | -7,163 | -9.7% | |
| 97 | IWF | 0.18% | 9,222 | $4M | $468.43 | -$505K | -2,141 | -18.8% | |
| 98 | MCK | 0.18% | 5,571 | $4M | $772.54 | $243K | +30 | +0.5% | |
| 99 | HSBC | 0.18% | 60,083 | $4M | $70.98 | $649K | +599 | +1.0% | |
| 100 | RY | 0.17% | 28,700 | $4M | $147.32 | $472K | +148 | +0.5% |