Wetherby Asset Management Inc
CIK Number: 0001279627
2.19B
Market Value
878
# of Holdings
27 months
Avg. Holding Period
74.20%
Win Rate
30.57%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 233.05 | -0.58% | 706.90K | -1.30% | 164.71M | 120.42 | 7.53% | |
| 2 | Microsoft Corp | 415.07 | -0.51% | 240.76K | -2.54% | 103.60M | 100.55 | 4.74% | |
| 3 | Vanguard Index ... | 288.19 | +0.15% | 318.87K | -4.07% | 90.29M | 145.45 | 4.13% | |
| 4 | Nvidia Corporat... | 131.40 | -1.38% | 726.00K | +0.76% | 88.16M | 129.25 | 4.03% | |
| 5 | Amazon Com Inc | 217.41 | -0.48% | 347.61K | -4.78% | 64.77M | 113.57 | 2.96% |
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