We are live on ! Find out more
LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.58B
1-Year Est. Return 30.77%
This Fund
S&P 500
This Quarter Est. Return
+12.34%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$890M
AUM Growth
–
Cap. Flow
+$839M
Cap. Flow %
94.27%
Top 10 Hldgs %
76.31%
Holding
161
New
161
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$252M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$113M
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$99M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.12%
2 Communication Services 6.7%
3 Consumer Discretionary 2.94%
4 Real Estate 1.82%
5 Consumer Staples 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$77.6B
$3.33M 0.37%
+52,200
New +$3.17M
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$128B
$3.32M 0.37%
+55,100
New +$3.14M
VNQI icon
28
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$3.14M 0.35%
+57,841
New +$2.98M
IVV icon
29
iShares Core S&P 500 ETF
IVV
$902B
$3.02M 0.34%
+8,047
New +$2.86M
IEMG icon
30
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$2.77M 0.31%
+44,638
New +$2.57M
LLY icon
31
Eli Lilly
LLY
$1.06T
$2.54M 0.28%
+15,023
New +$2.24M
IAU icon
32
iShares Gold Trust
IAU
$67.5B
$2.38M 0.27%
+65,493
New +$2.34M
TSLA icon
33
Tesla
TSLA
$1.3T
$2.24M 0.25%
+9,540
New +$1.63M
EEM icon
34
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$2.2M 0.25%
+42,563
New +$2.05M
IWM icon
35
iShares Russell 2000 ETF
IWM
$83B
$2.13M 0.24%
+10,886
New +$1.9M
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$2.1M 0.24%
+5,607
New +$1.99M
GUNR icon
37
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.32B
$1.81M 0.2%
+55,677
New +$1.68M
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$160B
$1.75M 0.2%
+29,135
New +$1.64M
IEV icon
39
iShares Europe ETF
IEV
$1.7B
$1.74M 0.2%
+36,255
New +$1.63M
JPM icon
40
JPMorgan Chase
JPM
$950B
$1.73M 0.19%
+13,597
New +$1.52M
AVLR
41
DELISTED
Avalara, Inc.
AVLR
$1.72M 0.19%
+10,437
New +$1.67M
JNJ icon
42
Johnson & Johnson
JNJ
$625B
$1.56M 0.18%
+9,899
New +$1.46M
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.55M 0.17%
+6,685
New +$1.47M
MDY icon
44
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$1.53M 0.17%
+3,633
New +$1.4M
COST icon
45
Costco
COST
$420B
$1.49M 0.17%
+3,965
New +$1.48M
DIS icon
46
Walt Disney
DIS
$181B
$1.39M 0.16%
+7,649
New +$1.1M
PG icon
47
Procter & Gamble
PG
$339B
$1.32M 0.15%
+9,496
New +$1.33M
PEP icon
48
PepsiCo
PEP
$190B
$1.25M 0.14%
+8,417
New +$1.2M
DEO icon
49
Diageo
DEO
$53.6B
$1.22M 0.14%
+7,710
New +$1.15M
MCD icon
50
McDonald's
MCD
$195B
$1.06M 0.12%
+4,938
New +$1.07M
1
2
3 4 5

Similar funds

SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
VCM
Voleon Capital Management Berkeley, California $4.64B AUM 38.78% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
ASC
Atalanta Sosnoff Capital New York $4.66B AUM 41.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Laird Norton Wetherby Trust Company's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Laird Norton Wetherby Trust Company, which disclosed 161 positions worth $890M. Its ten largest holdings account for 76% of the portfolio.

Its largest position is Microsoft: 1,170,352 shares worth $260M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, followed by Communication Services and Consumer Discretionary.

  • Laird Norton Wetherby Trust Company's largest Q4 2020 buy was Microsoft: 1,170,352 shares worth $260M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 76% of its $890M portfolio in Q4 2020.
  • Laird Norton Wetherby Trust Company disclosed 161 positions in Q4 2020, its first 13F filing on record.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2020, filed 26 Feb 2021.