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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
-1.06%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$731M
AUM Growth
-$32.2M
Cap. Flow
-$14M
Cap. Flow %
-1.91%
Top 10 Hldgs %
76.47%
Holding
96
New
12
Increased
14
Reduced
14
Closed
16

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$9.16M
2
BND icon
Vanguard Total Bond Market
BND
+$4.26M
3
TSLA icon
Tesla
TSLA
+$4.03M
4
AMZN icon
Amazon
AMZN
+$2.41M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.23M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$26.2M
2
ABBV icon
AbbVie
ABBV
+$4.02M
3
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$3.33M
4
BILL icon
BILL Holdings
BILL
+$2.44M
5
NVDA icon
NVIDIA
NVDA
+$1.74M

Sector Composition

Rank Sector Weight
1 Technology 46.47%
2 Consumer Discretionary 4.59%
3 Financials 2.6%
4 Communication Services 1.85%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$353B
$4.4M 0.6%
11,310
– –
CVX icon
27
Chevron
CVX
$367B
$4.1M 0.56%
28,324
– –
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$127B
$4.04M 0.55%
64,825
– –
MMM icon
29
3M
MMM
$94.4B
$3.85M 0.53%
29,850
– –
SUSA icon
30
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$3.29M 0.45%
27,064
– –
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.33T
$3.05M 0.42%
16,005
– –
NEE icon
32
NextEra Energy
NEE
$178B
$2.95M 0.4%
41,171
– –
IWR icon
33
iShares Russell Mid-Cap ETF
IWR
$57.4B
$2.64M 0.36%
29,850
– –
USB icon
34
US Bancorp
USB
$99.6B
$2.53M 0.35%
52,300
– –
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$2.42M 0.33%
48,204
-65,854
-58% -$3.33M
RELY icon
36
Remitly
RELY
$5.16B
$2.38M 0.32%
105,290
– –
PCAR icon
37
PACCAR
PCAR
$69.7B
$2.33M 0.32%
21,817
-4,560
-17% -$499K
AMAT icon
38
Applied Materials
AMAT
$428B
$1.99M 0.27%
+12,235
New +$2.22M
SBUX icon
39
Starbucks
SBUX
$121B
$1.67M 0.23%
18,278
– –
IEMG icon
40
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.64M 0.22%
31,315
+18,290
+140% +$1.01M
ANIX icon
41
Anixa Biosciences
ANIX
$117M
$1.44M 0.2%
622,235
+1,500
+0.2% +$4.66K
FCX icon
42
Freeport-McMoran
FCX
$97.3B
$1.33M 0.18%
35,052
– –
BWIN
43
Baldwin Insurance Group
BWIN
$2.88B
$1.19M 0.16%
30,780
– –
FLR icon
44
Fluor
FLR
$7.99B
$1.06M 0.15%
21,500
– –
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$43.5B
$1.06M 0.14%
+17,254
New +$1.09M
SCHF icon
46
Schwab International Equity ETF
SCHF
$68.6B
$1.04M 0.14%
+56,150
New +$1.1M
SOFI icon
47
SoFi Technologies
SOFI
$23.5B
$993K 0.14%
64,495
– –
PLTR icon
48
Palantir
PLTR
$412B
$951K 0.13%
12,569
– –
WIT icon
49
Wipro
WIT
$19.8B
$879K 0.12%
248,375
+101,969
+70% +$349K
BNDX icon
50
Vanguard Total International Bond ETF
BNDX
$82.2B
$809K 0.11%
+16,496
New +$825K
1
2
3 4

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Laird Norton Wetherby Trust Company's Q4 2024 Portfolio in Review

As of Q4 2024, Laird Norton Wetherby Trust Company held 96 positions worth $731M, down 4.2% from $764M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Laird Norton Wetherby Trust Company's Q4 2024 filing shows 12 new, 14 increased, 14 reduced and 16 closed positions. Its largest new stake was Tesla: 12,525 shares worth $5.06M. The largest sale was Microsoft, an estimated $26.2M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 48% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Laird Norton Wetherby Trust Company's largest Q4 2024 buy was Tesla: 12,525 shares worth $5.06M.
  • Laird Norton Wetherby Trust Company added most to Vanguard Morningstar Total Stock Market ETF in Q4 2024, an estimated $9.16M increase.
  • Laird Norton Wetherby Trust Company's biggest Q4 2024 reduction was Microsoft, cutting an estimated $26.2M.
  • Laird Norton Wetherby Trust Company fully exited AbbVie in Q4 2024, selling an estimated $4.02M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 76% of its $731M portfolio in Q4 2024.
  • Laird Norton Wetherby Trust Company opened 12 new positions and closed 16 in Q4 2024.
  • Laird Norton Wetherby Trust Company's portfolio value fell 4.2% quarter-over-quarter to $731M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.