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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
+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
PUDA
151
DELISTED
PUDA COAL INC (DE)
PUDA
$0 ﹤0.01%
+20,000
New –
3 4 5 6
7

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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.