Wetherby Asset Management Inc
CIK Number: 0001279627
2.09B
Market Value
860
# of Holdings
28 months
Avg. Holding Period
37.34%
Win Rate
20.98%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 210.60 | +0.63% | 661.82K | -6.38% | 165.73M | 85.84 | 7.95% |
| 2 | MSFT | Microsoft Corpo... | 391.47 | -0.1% | 229.62K | -4.63% | 96.78M | 100.55 | 4.64% |
| 3 | VTI | Vanguard Total ... | 271.37 | +0.27% | 314.94K | -1.23% | 91.27M | 145.45 | 4.38% |
| 4 | NVDA | NVIDIA Corporat... | 108.76 | -2.03% | 677.91K | -6.62% | 91.04M | 9.5 | 4.36% |
| 5 | AMZN | Amazon.com, Inc... | 187.90 | -0.58% | 326.04K | -6.21% | 71.53M | 108.22 | 3.43% |
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