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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 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
MSFT icon
1
Microsoft
MSFT
$2.93T
$287M 39.28%
681,515
-61,455
-8% -$26.2M
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$64.9B
$77.3M 10.57%
1,346,072
+27,612
+2% +$1.66M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$651B
$64.2M 8.77%
221,356
+31,396
+17% +$9.16M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$27.5M 3.76%
624,414
+9,919
+2% +$461K
AAPL icon
5
Apple
AAPL
$5T
$25.7M 3.51%
102,640
-141
-0.1% -$33.2K
AMZN icon
6
Amazon
AMZN
$2.45T
$21.4M 2.93%
97,706
+11,800
+14% +$2.41M
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$223B
$17M 2.32%
355,183
-982
-0.3% -$49.3K
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$71.1B
$16.7M 2.28%
164,492
– –
IWB icon
9
iShares Russell 1000 ETF
IWB
$47.5B
$11.2M 1.53%
34,816
-4,061
-10% -$1.32M
NVDA icon
10
NVIDIA
NVDA
$4.66T
$11.1M 1.52%
82,601
-12,598
-13% -$1.74M
GETY icon
11
Getty Images
GETY
$159M
$10.5M 1.43%
4,851,391
-32,860
-0.7% -$107K
PHYS icon
12
Sprott Physical Gold
PHYS
$14.4B
$9.33M 1.28%
463,300
+852
+0.2% +$17.5K
MUB icon
13
iShares National Muni Bond ETF
MUB
$45.2B
$9.18M 1.26%
86,170
+20,750
+32% +$2.23M
IBM icon
14
IBM
IBM
$213B
$8.68M 1.19%
39,500
– –
EFA icon
15
iShares MSCI EAFE ETF
EFA
$76.3B
$8.68M 1.19%
114,828
-10,400
-8% -$824K
VT icon
16
Vanguard Total World Stock ETF
VT
$75.7B
$8.22M 1.12%
69,980
-2,525
-3% -$303K
BND icon
17
Vanguard Total Bond Market
BND
$158B
$7.65M 1.05%
106,388
+58,331
+121% +$4.26M
ABT icon
18
Abbott
ABT
$190B
$7.45M 1.02%
65,850
– –
VXUS icon
19
Vanguard Total International Stock ETF
VXUS
$151B
$6.77M 0.93%
114,891
+20,891
+22% +$1.29M
GS icon
20
Goldman Sachs
GS
$293B
$6.3M 0.86%
11,000
– –
SPY icon
21
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$5.88M 0.8%
10,000
– –
JPM icon
22
JPMorgan Chase
JPM
$930B
$5.73M 0.78%
23,890
– –
PG icon
23
Procter & Gamble
PG
$338B
$5.59M 0.76%
33,365
– –
TSLA icon
24
Tesla
TSLA
$1.2T
$5.06M 0.69%
+12,525
New +$4.03M
XOM icon
25
ExxonMobil
XOM
$656B
$4.94M 0.68%
45,904
– –
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 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.