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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
-4.4%
1 Year Est. Return
+30.77%
3 Year Est. Return
+70.21%
5 Year Est. Return
+78.59%
10 Year Est. Return
–
AUM
$622M
AUM Growth
-$110M
Cap. Flow
-$75.9M
Cap. Flow %
-12.22%
Top 10 Hldgs %
75.56%
Holding
83
New
3
Increased
6
Reduced
20
Closed
16

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.53M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.75M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$593K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$584K
5
IX icon
ORIX
IX
+$281K

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$18.9M
2
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$17M
3
MSFT icon
Microsoft
MSFT
+$5.83M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.08M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

Rank Sector Weight
1 Technology 46.84%
2 Consumer Discretionary 3.36%
3 Financials 2.96%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
26
3M
MMM
$94.3B
$4.38M 0.71%
29,850
– –
HD icon
27
Home Depot
HD
$355B
$4.15M 0.67%
11,310
– –
IJH icon
28
iShares Core S&P Mid-Cap ETF
IJH
$127B
$3.78M 0.61%
64,825
– –
SUSA icon
29
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$3.11M 0.5%
27,064
– –
NEE icon
30
NextEra Energy
NEE
$177B
$2.92M 0.47%
41,171
– –
IWR icon
31
iShares Russell Mid-Cap ETF
IWR
$57.4B
$2.54M 0.41%
29,850
– –
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.32T
$2.5M 0.4%
16,005
– –
VTEB icon
33
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$2.39M 0.38%
48,204
– –
USB icon
34
US Bancorp
USB
$99.6B
$2.23M 0.36%
52,300
– –
RELY icon
35
Remitly
RELY
$5.14B
$2.19M 0.35%
105,290
– –
SBUX icon
36
Starbucks
SBUX
$120B
$1.79M 0.29%
18,278
– –
ANIX icon
37
Anixa Biosciences
ANIX
$116M
$1.78M 0.29%
622,235
– –
AMAT icon
38
Applied Materials
AMAT
$428B
$1.78M 0.29%
12,235
– –
BIL icon
39
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$1.75M 0.28%
+19,074
New +$1.75M
BWIN
40
Baldwin Insurance Group
BWIN
$2.86B
$1.38M 0.22%
30,780
– –
PCAR icon
41
PACCAR
PCAR
$70.1B
$1.08M 0.17%
11,126
-10,691
-49% -$1.13M
PLTR icon
42
Palantir
PLTR
$413B
$1.06M 0.17%
12,569
– –
FCX icon
43
Freeport-McMoran
FCX
$97.5B
$947K 0.15%
25,000
-10,052
-29% -$385K
BNDX icon
44
Vanguard Total International Bond ETF
BNDX
$82.2B
$789K 0.13%
16,160
-336
-2% -$16.4K
FLR icon
45
Fluor
FLR
$7.96B
$770K 0.12%
21,500
– –
IGF icon
46
iShares Global Infrastructure ETF
IGF
$10.8B
$754K 0.12%
13,795
+1,415
+11% +$75.9K
SOFI icon
47
SoFi Technologies
SOFI
$23.7B
$750K 0.12%
64,495
– –
BAC icon
48
Bank of America
BAC
$442B
$744K 0.12%
17,832
– –
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$703K 0.11%
13,025
-18,290
-58% -$985K
WIT icon
50
Wipro
WIT
$20B
$692K 0.11%
226,082
-22,293
-9% -$76K
1
2
3 4

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Laird Norton Wetherby Trust Company's Q1 2025 Portfolio in Review

As of Q1 2025, Laird Norton Wetherby Trust Company held 83 positions worth $622M, down 15% from $731M the previous quarter. Its ten largest holdings account for 76% of the portfolio.

Laird Norton Wetherby Trust Company withdrew a net $75.9M in Q1 2025, closing 16 positions and reducing 20 holdings. Its most notable exit was Tesla, an estimated $5.06M position sold in full.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 46% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Laird Norton Wetherby Trust Company opened a new position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF worth $1.75M.

  • Laird Norton Wetherby Trust Company's largest Q1 2025 buy was State Street SPDR Bloomberg 1-3 Month T-Bill ETF: 19,074 shares worth $1.75M.
  • Laird Norton Wetherby Trust Company added most to Vanguard FTSE Developed Markets ETF in Q1 2025, an estimated $2.53M increase.
  • Laird Norton Wetherby Trust Company's biggest Q1 2025 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $18.9M.
  • Laird Norton Wetherby Trust Company fully exited Tesla in Q1 2025, selling an estimated $5.06M.
  • Laird Norton Wetherby Trust Company's ten largest holdings make up 76% of its $622M portfolio in Q1 2025.
  • Laird Norton Wetherby Trust Company opened 3 new positions and closed 16 in Q1 2025.
  • Laird Norton Wetherby Trust Company's portfolio value fell 15% quarter-over-quarter to $622M.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2025, filed 15 May 2025.