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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 $1,115,576,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Eli Lilly & Co
 LLY 289,594 $239,178,581 21.44%
2.
Apple Inc.
 AAPL 353,361 $78,492,123 7.04%
3.
Amazon Com Inc
 AMZN 232,837 $44,299,537 3.97%
4.
Netflix Inc
 NFLX 45,041 $42,002,540 3.77%
5.
Microsoft Corp
 MSFT 103,093 $38,700,135 3.47%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)