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Lauren Halloran

@Laird Norton Wetherby Trust Company, Llc

Latest period2024 - Q3ReportedManaged Assets$763.619MTotal holdings84
Assets growth rate7.71%Assets growth rate (2-Q avg)1.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Laird Norton Wetherby Trust Company, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Laird Norton Wetherby Trust Company, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 763.619M in assets, with a quarterly growth rate of 7.71% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Lauren Halloran, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.06%
41.87%
$319.7M
742,970 shares@ $430.3 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.35%
10.88%
$83.063M
1.318M shares@ $63.01 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.46%
7.07%
$53.955M
189,960 shares@ $284.04 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6.99%
3.86%
$29.404M
614,495 shares@ $47.86 avg price
AAPLApple Inc
Recent Activity
Increased 15.66%
3.14%
$23.948M
102,781 shares@ $233.0 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 3.2%
2.47%
$18.809M
356,165 shares@ $52.82 avg price
GETYGetty Images Holdings Inc
Recent Activity
Increased 402.65%
2.44%
$18.609M
4.884M shares@ $3.81 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.34%
2.1%
$16.007M
85,906 shares@ $186.34 avg price
IVWIshares Tr
Recent Activity
Increased 375.76%
2.07%
$15.75M
164,492 shares@ $95.75 avg price
IWBIshares Tr
Recent Activity
Decreased -3.71%
1.61%
$12.223M
38,877 shares@ $314.39 avg price