Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Weatherly Asset Management L. P. > Profile

Instuitional Investor - Weatherly Asset Management L. P.

Fund Profile
Filing Period:
Fund Name: Weatherly Asset Management L. P.
Portfolio Value $928,164,049
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 298,393 $173,939,248 18.74%
2.
Apple Inc.
 AAPL 382,218 $73,588,443 7.92%
3.
Microsoft Corp
 MSFT 106,101 $39,898,095 4.29%
4.
Amazon Com Inc
 AMZN 237,258 $36,048,987 3.88%
5.
J P Morgan Exchange Traded F
 571,785 $29,090,195 3.13%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)