Wetherby Asset Management

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Assets, Funds, Holdings

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Wetherby Asset Management
CRD #107341
SEC #801-36445
CIK #0001279627
AUM$4.7 BB
Employees64
Phone415-399-9159
Address580 California St Eighth Floor
San Francisco, CA 94104
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 20.2
MSFT 865,660.0 16.3
VEU 15.8
VT 13.8
IVE 10.6
IVW 9.9
FB 491,090.0 9.3
JNJ 369,000.0 8.6
AMZN 820,610.0 8.5
XOM 337,850.0 7.7
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Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
LRHF II Holding Company LLC PE 2017-11-06external 15.0
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