Asset Manager
← All Institutions
Laird Norton Wetherby Wealth Management, LLC
Market Value
$2.1B
-3.9%
Holdings
939
+9
New Purchases
29
Added To
174
Closed
58
Reduced
592
Top 10 Concentration
34.0%
Turnover
9.3%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMZN | 3.47% | 3.02% | +0.45% | $72M |
| TSLA | 1.08% | 0.70% | +0.38% | $22M |
| ANET | 0.37% | 0.00% | +0.37% | $8M |
| AAPL | 8.04% | 7.68% | +0.36% | $166M |
| NVDA | 4.42% | 4.11% | +0.31% | $91M |
| AVGO | 0.95% | 0.71% | +0.25% | $20M |
| GOOGL | 2.05% | 1.83% | +0.22% | $42M |
| VTI | 4.43% | 4.21% | +0.22% | $91M |
| NFLX | 0.97% | 0.76% | +0.21% | $20M |
| BLK | 0.15% | 0.00% | +0.15% | $3M |
| JPM | 1.03% | 0.90% | +0.13% | $21M |
| GOOG | 0.82% | 0.69% | +0.12% | $17M |
| V | 0.82% | 0.71% | +0.11% | $17M |
| TSM | 1.04% | 0.94% | +0.10% | $21M |
| LRCX | 0.10% | 0.00% | +0.10% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GRND | 0.00% | 0.66% | -0.66% | $0 |
| NVO | 0.40% | 0.56% | -0.17% | $8M |
| LLY | 0.91% | 1.07% | -0.16% | $19M |
| AMD | 0.27% | 0.41% | -0.13% | $6M |
| MSFT | 4.70% | 4.83% | -0.13% | $97M |
| EAGG | 0.00% | 0.11% | -0.11% | $0 |
| IVE | 0.51% | 0.62% | -0.11% | $10M |
| UNH | 0.56% | 0.66% | -0.10% | $12M |
| VEA | 1.70% | 1.79% | -0.09% | $35M |
| JNJ | 0.54% | 0.63% | -0.09% | $11M |
| ASML | 0.34% | 0.42% | -0.09% | $7M |
| ANTM | 0.11% | 0.19% | -0.07% | $2M |
| DHR | 0.24% | 0.31% | -0.07% | $5M |
| ADBE | 0.31% | 0.37% | -0.06% | $6M |
| AMAT | 0.22% | 0.29% | -0.06% | $5M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 80 | $1.1B | 55.1% |
| Large Cap | 651 | $842M | 40.9% |
| Mid Cap | 156 | $70M | 3.4% |
| Small Cap | 39 | $8M | 0.4% |
| Micro Cap | 13 | $4M | 0.2% |
Portfolio Analytics
Avg Market Cap
$108.2B
Median Market Cap
$30.4B
Avg P/E
27.9
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
782
# ETFs / Funds
157
Top Holdings (939 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 8.04% | 661,816 | $166M | $250.42 | $1M | -45,082 | -6.4% | |
| 2 | MSFT | 4.70% | 229,619 | $97M | $421.50 | -$7M | -11,137 | -4.6% | |
| 3 | VTI | 4.43% | 314,941 | $91M | $289.81 | $982K | -3,928 | -1.2% | |
| 4 | NVDA | 4.42% | 677,912 | $91M | $134.29 | $3M | -48,084 | -6.6% | |
| 5 | AMZN | 3.47% | 326,038 | $72M | $219.39 | $7M | -21,570 | -6.2% | |
| 6 | GOOGL | 2.05% | 223,269 | $42M | $189.30 | $3M | -12,942 | -5.5% | |
| 7 | META | 1.90% | 66,967 | $39M | $585.51 | -$87K | -1,680 | -2.5% | |
| 8 | SPY | 1.76% | 61,961 | $36M | $586.08 | $471K | -510 | -0.8% | |
| 9 | VEA | 1.70% | 732,404 | $35M | $47.82 | -$3M | +5,591 | +0.8% | |
| 10 | VT | 1.51% | 264,439 | $31M | $117.48 | -$1M | -6,908 | -2.5% | |
| 11 | TSLA | 1.08% | 55,277 | $22M | $403.84 | $7M | -2,236 | -3.9% | |
| 12 | TSM | 1.04% | 108,466 | $21M | $197.50 | $1M | -7,532 | -6.5% | |
| 13 | JPM | 1.03% | 88,488 | $21M | $239.71 | $2M | -3,263 | -3.6% | |
| 14 | NFLX | 0.97% | 22,502 | $20M | $891.32 | $4M | -592 | -2.6% | |
| 15 | AVGO | 0.95% | 84,660 | $20M | $231.84 | $4M | -3,245 | -3.7% | |
| 16 | LLY | 0.91% | 24,231 | $19M | $771.99 | -$4M | -1,600 | -6.2% | |
| 17 | V | 0.82% | 53,559 | $17M | $316.04 | $2M | -1,865 | -3.4% | |
| 18 | GOOG | 0.82% | 88,421 | $17M | $190.44 | $2M | -432 | -0.5% | |
| 19 | CMC | 0.69% | 287,213 | $14M | $49.60 | -$2M | -633 | -0.2% | |
| 20 | COST | 0.62% | 13,881 | $13M | $916.28 | $24K | -439 | -3.1% | |
| 21 | MA | 0.60% | 23,366 | $12M | $526.56 | $418K | -704 | -2.9% | |
| 22 | MRK | 0.59% | 123,158 | $12M | $99.48 | -$2M | -440 | -0.4% | |
| 23 | HD | 0.57% | 30,335 | $12M | $389.00 | -$1M | -1,500 | -4.7% | |
| 24 | UNH | 0.56% | 22,736 | $12M | $505.85 | -$3M | -1,372 | -5.7% | |
| 25 | IVW | 0.55% | 112,123 | $11M | $101.53 | $648K | — | — | |
| 26 | JNJ | 0.54% | 77,245 | $11M | $144.62 | -$2M | -5,989 | -7.2% | |
| 27 | IVE | 0.51% | 54,950 | $10M | $190.88 | -$3M | -12,359 | -18.4% | |
| 28 | WMT | 0.50% | 114,167 | $10M | $90.35 | $705K | -4,844 | -4.1% | |
| 29 | ACN | 0.50% | 29,020 | $10M | $351.79 | -$241K | -542 | -1.8% | |
| 30 | VOO | 0.47% | 17,975 | $10M | $538.81 | $908K | +1,342 | +8.1% | |
| 31 | ORCL | 0.47% | 57,838 | $10M | $166.64 | -$611K | -2,311 | -3.8% | |
| 32 | CRM | 0.45% | 27,715 | $9M | $334.33 | $2M | -237 | -0.8% | |
| 33 | PG | 0.43% | 52,495 | $9M | $167.65 | -$647K | -2,055 | -3.8% | |
| 34 | VWO | 0.41% | 189,621 | $8M | $44.04 | -$766K | -918 | -0.5% | |
| 35 | NVO | 0.40% | 95,546 | $8M | $86.02 | -$4M | -6,035 | -5.9% | |
| 36 | BAC | 0.39% | 181,622 | $8M | $43.95 | $358K | -10,528 | -5.5% | |
| 37 | BND | 0.38% | 108,749 | $8M | $71.91 | $2M | +26,295 | +31.9% | |
| 38 | ANET | 0.37% | 68,722 | $8M | $110.53 | — | +68,722 | — | NEW |
| 39 | ABBV | 0.37% | 42,456 | $8M | $177.70 | -$1M | -2,574 | -5.7% | |
| 40 | IWB | 0.35% | 22,420 | $7M | $322.15 | $140K | -110 | -0.5% | |
| 41 | XONA.DE | 0.35% | 66,653 | $7M | $107.57 | -$1M | -6,650 | -9.1% | |
| 42 | IWV | 0.34% | 21,020 | $7M | $334.25 | $108K | -153 | -0.7% | |
| 43 | ASML | 0.34% | 10,058 | $7M | $693.08 | -$2M | -848 | -7.8% | |
| 44 | SPGI | 0.33% | 13,653 | $7M | $498.04 | -$335K | -158 | -1.1% | |
| 45 | CSCO | 0.33% | 113,820 | $7M | $59.20 | $517K | -3,078 | -2.6% | |
| 46 | SAP | 0.32% | 26,432 | $7M | $246.21 | $84K | -1,606 | -5.7% | |
| 47 | AXP | 0.31% | 21,689 | $6M | $296.79 | $95K | -1,698 | -7.3% | |
| 48 | GS | 0.31% | 11,210 | $6M | $572.62 | $616K | -511 | -4.4% | |
| 49 | ADBE | 0.31% | 14,254 | $6M | $444.68 | -$2M | -1,045 | -6.8% | |
| 50 | PEN | 0.31% | 26,577 | $6M | $237.48 | $1M | -207 | -0.8% | |
| 51 | ABT | 0.30% | 55,488 | $6M | $113.11 | -$267K | -1,904 | -3.3% | |
| 52 | NOW | 0.28% | 5,539 | $6M | $1,060.12 | $994K | +85 | +1.6% | |
| 53 | MCD | 0.28% | 20,236 | $6M | $289.88 | -$616K | -1,052 | -4.9% | |
| 54 | DIS | 0.28% | 51,754 | $6M | $111.35 | $637K | -1,535 | -2.9% | |
| 55 | INTU | 0.28% | 9,055 | $6M | $628.50 | -$262K | -531 | -5.5% | |
| 56 | AMD | 0.27% | 46,776 | $6M | $120.79 | -$3M | -6,579 | -12.3% | |
| 57 | QCOM | 0.27% | 35,835 | $6M | $153.62 | -$1M | -3,090 | -7.9% | |
| 58 | KO | 0.27% | 88,377 | $6M | $62.26 | -$2M | -9,204 | -9.4% | |
| 59 | PEP | 0.26% | 34,806 | $5M | $152.06 | -$1M | -3,946 | -10.2% | |
| 60 | TM | 0.25% | 26,892 | $5M | $194.61 | $95K | -1,886 | -6.5% | |
| 61 | UNP | 0.24% | 21,836 | $5M | $228.04 | -$628K | -913 | -4.0% | |
| 62 | DHR | 0.24% | 21,322 | $5M | $229.55 | -$2M | -2,324 | -9.8% | |
| 63 | IWF | 0.24% | 12,073 | $5M | $401.58 | $321K | +12 | +0.1% | |
| 64 | TDG | 0.23% | 3,784 | $5M | $1,267.13 | -$658K | -37 | -1.0% | |
| 65 | NVS | 0.23% | 49,161 | $5M | $97.31 | -$1M | -2,904 | -5.6% | |
| 66 | TJX | 0.23% | 39,515 | $5M | $120.81 | $39K | -770 | -1.9% | |
| 67 | SCHW | 0.23% | 63,366 | $5M | $74.01 | -$967K | -23,915 | -27.4% | |
| 68 | MSI | 0.23% | 10,098 | $5M | $462.24 | $47K | -178 | -1.7% | |
| 69 | CVX | 0.23% | 32,097 | $5M | $144.84 | -$821K | -5,045 | -13.6% | |
| 70 | INFY | 0.23% | 211,676 | $5M | $21.92 | -$286K | -9,507 | -4.3% | |
| 71 | AMAT | 0.22% | 28,338 | $5M | $162.63 | -$2M | -1,942 | -6.4% | |
| 72 | ESGU | 0.22% | 35,405 | $5M | $128.82 | $104K | +80 | +0.2% | |
| 73 | ADP | 0.22% | 15,515 | $5M | $292.74 | $131K | -425 | -2.7% | |
| 74 | SONY | 0.22% | 214,120 | $5M | $21.16 | $300K | +170,310 | +388.8% | |
| 75 | GPN | 0.22% | 40,075 | $4M | $112.06 | $370K | -160 | -0.4% | |
| 76 | MDY | 0.22% | 7,793 | $4M | $569.59 | -$11K | -18 | -0.2% | |
| 77 | ETN | 0.21% | 13,137 | $4M | $331.87 | -$188K | -585 | -4.3% | |
| 78 | CAT | 0.21% | 11,886 | $4M | $362.76 | -$503K | -425 | -3.5% | |
| 79 | TMO | 0.21% | 8,277 | $4M | $520.23 | -$1M | -840 | -9.2% | |
| 80 | AMGN | 0.21% | 16,430 | $4M | $260.64 | -$1M | -1,268 | -7.2% | |
| 81 | PGR | 0.21% | 17,675 | $4M | $239.61 | -$411K | -635 | -3.5% | |
| 82 | LIN | 0.20% | 9,962 | $4M | $418.68 | -$1M | -947 | -8.7% | |
| 83 | UBS | 0.20% | 135,861 | $4M | $30.32 | -$224K | -4,667 | -3.3% | |
| 84 | LOW | 0.20% | 16,683 | $4M | $246.80 | -$695K | -1,084 | -6.1% | |
| 85 | EFA | 0.20% | 54,455 | $4M | $75.61 | -$269K | +2,012 | +3.8% | |
| 86 | TXN | 0.20% | 21,739 | $4M | $187.51 | -$718K | -1,469 | -6.3% | |
| 87 | VIG | 0.19% | 20,461 | $4M | $195.83 | $19K | +325 | +1.6% | |
| 88 | WSM | 0.19% | 21,345 | $4M | $185.18 | $545K | -653 | -3.0% | |
| 89 | WIT | 0.19% | 1,112,957 | $4M | $3.54 | $65K | +514,944 | +86.1% | |
| 90 | ACWX | 0.19% | 75,337 | $4M | $52.16 | -$378K | +59 | +0.1% | |
| 91 | MCO | 0.19% | 8,248 | $4M | $473.34 | -$17K | -14 | -0.2% | |
| 92 | SYK | 0.19% | 10,833 | $4M | $360.06 | -$110K | -268 | -2.4% | |
| 93 | MS | 0.19% | 30,851 | $4M | $125.72 | $547K | -1,112 | -3.5% | |
| 94 | IBM | 0.19% | 17,369 | $4M | $219.83 | -$177K | -702 | -3.9% | |
| 95 | VRSK | 0.18% | 13,700 | $4M | $275.43 | $270K | +626 | +4.8% | |
| 96 | ECL | 0.18% | 15,919 | $4M | $234.32 | -$385K | -199 | -1.2% | |
| 97 | VEU | 0.18% | 64,674 | $4M | $57.41 | -$355K | +105 | +0.2% | |
| 98 | GILD | 0.18% | 40,119 | $4M | $92.37 | $298K | -533 | -1.3% | |
| 99 | IBN | 0.18% | 121,831 | $4M | $29.86 | -$182K | -6,126 | -4.8% | |
| 100 | WFC | 0.18% | 51,670 | $4M | $70.24 | $587K | -2,178 | -4.0% |
Options Breakdown
1 Calls
$0 Call Value
0 Puts
$0 Put Value
Top Calls
| Symbol | Shares | Value | Status |
|---|---|---|---|
| NU | — | $0 | SOLD |