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Home > Institutional Investor > Wetherby Asset Management Inc > Profile

Instuitional Investor - Wetherby Asset Management Inc

Fund Profile
Filing Period:
Fund Name: Wetherby Asset Management Inc
Portfolio Value $1,919,703,145
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 741,853 $142,828,969 7.44%
2.
Microsoft Corp
 MSFT 248,630 $93,494,826 4.87%
3.
Vanguard Index Fds
 342,672 $81,288,537 4.23%
4.
Amazon Com Inc
 AMZN 330,991 $50,290,793 2.61%
5.
Nvidia Corp
 NVDA 742,240 $36,757,419 1.91%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)