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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 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
MSFT icon
1
Microsoft
MSFT
$2.94T
$250M 40.29%
667,215
-14,300
-2% -$5.83M
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$65B
$64.5M 10.38%
1,063,304
-282,768
-21% -$17M
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$651B
$42.9M 6.9%
156,151
-65,205
-29% -$18.9M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$23.2M 3.73%
511,641
-112,773
-18% -$5.08M
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$224B
$20.6M 3.31%
405,144
+49,961
+14% +$2.53M
AAPL icon
6
Apple
AAPL
$5.01T
$18.7M 3%
83,988
-18,652
-18% -$4.32M
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$71.1B
$15.3M 2.46%
164,492
– –
AMZN icon
8
Amazon
AMZN
$2.48T
$14.6M 2.35%
76,868
-20,838
-21% -$4.52M
IBM icon
9
IBM
IBM
$214B
$9.82M 1.58%
39,500
– –
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.3B
$9.67M 1.56%
91,750
+5,580
+6% +$593K
EFA icon
11
iShares MSCI EAFE ETF
EFA
$76.4B
$9.38M 1.51%
114,828
– –
ABT icon
12
Abbott
ABT
$190B
$8.74M 1.41%
65,850
– –
GETY icon
13
Getty Images
GETY
$160M
$8.39M 1.35%
4,851,391
– –
VT icon
14
Vanguard Total World Stock ETF
VT
$75.7B
$8.1M 1.3%
69,880
-100
-0.1% -$12K
IWB icon
15
iShares Russell 1000 ETF
IWB
$47.5B
$6.96M 1.12%
22,699
-12,117
-35% -$3.92M
PHYS icon
16
Sprott Physical Gold
PHYS
$14.5B
$6.79M 1.09%
282,293
-181,007
-39% -$4.01M
VXUS icon
17
Vanguard Total International Stock ETF
VXUS
$151B
$6.36M 1.02%
102,373
-12,518
-11% -$773K
BND icon
18
Vanguard Total Bond Market
BND
$158B
$6.19M 1%
84,212
-22,176
-21% -$1.61M
GS icon
19
Goldman Sachs
GS
$293B
$6.01M 0.97%
11,000
– –
NVDA icon
20
NVIDIA
NVDA
$4.65T
$5.93M 0.95%
54,679
-27,922
-34% -$3.54M
JPM icon
21
JPMorgan Chase
JPM
$930B
$5.86M 0.94%
23,890
– –
PG icon
22
Procter & Gamble
PG
$339B
$5.69M 0.91%
33,365
– –
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$777B
$5.61M 0.9%
10,000
– –
XOM icon
24
ExxonMobil
XOM
$653B
$5.46M 0.88%
45,904
– –
CVX icon
25
Chevron
CVX
$383B
$4.74M 0.76%
28,324
– –
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 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.