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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
57
7
5
3
1
0
39
6
3
WEATHERLY ASSET MANAGEMENT LP

Time Period2019-03-31

Total Holdings185

Total Value ($x1000)489,632
Activities
New13

Increased56

Unchanged27

Decreased89

Sold Out5

Top 10 Stock Holdingstotal 42.44%
LLY8.68

NFLX7.08

AMZN5.79

AAPL5.59

CGW3.15

 
XBI2.87

ADBE2.57

MSFT2.35

SBUX2.24

HD2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
LLY
8.68%
COM
NFLX
7.08%
COM
AMZN
5.79%
COM
AAPL
5.59%
COM
CGW
3.15%
S&P GBL WATER
XBI
2.87%
S&P BIOTECH
ADBE
2.57%
COM
MSFT
2.35%
COM
SBUX
2.24%
COM
HD
2.12%
COM
PYPL
1.89%
COM
WM
1.76%
COM
T
1.69%
COM
JNJ
1.55%
COM
ITOT
1.5%
CORE S&P TTL STK
GOOGL
1.39%
CAP STK CL A
DIS
1.37%
COM DISNEY
BA
1.28%
COM
BLCN
1.16%
NSD NXGN ECO ETF
V
1.14%
COM CL A
INTC
1.06%
COM
VZ
1.03%
COM
IWR
1.01%
RUS MID-CAP ETF
CSCO
0.93%
COM
PG
0.87%
COM
CYBR
0.85%
SHS
KMB
0.83%
COM
GD
0.82%
COM
UNH
0.79%
COM
HRL
0.74%
COM
RDS/A
0.72%
SPONS ADR A
FB
0.67%
CL A
ROK
0.66%
COM
COST
0.66%
COM
TOT
0.65%
SPONSORED ADR
QCOM
0.64%
COM
NKE
0.64%
CL B
ADM
0.63%
COM
MMM
0.6%
COM
RTN
0.56%
COM NEW
LMT
0.55%
COM
HAL
0.53%
COM
CNI
0.52%
COM
IP
0.52%
COM
IR
0.51%
SHS
ABT
0.5%
COM
XLV
0.49%
SBI HEALTHCARE
CL
0.49%
COM
TOTL
0.49%
SPDR TR TACTIC
IBM
0.48%
COM
GOOG
0.48%
CAP STK CL C
ENZL
0.48%
NW ZEALND CP ETF
IXUS
0.48%
CORE MSCITOTAL
BAX
0.44%
COM
TGT
0.42%
COM
BRK.B
0.42%
CL B NEW
NSC
0.41%
COM
NTR
0.4%
COM
CVX
0.39%
COM
SAP
0.38%
SPON ADR
COP
0.36%
COM
XOM
0.36%
COM
TSN
0.36%
CL A
PANW
0.35%
COM
CVS
0.34%
COM
SYMC
0.32%
COM
CAT
0.31%
COM
ACN
0.3%
SHS CLASS A
JPM
0.3%
COM
CMCSA
0.3%
CL A
ALL
0.29%
COM
BLK
0.28%
COM
WMT
0.28%
COM
HON
0.28%
COM
UL
0.28%
SPON ADR NEW
PFF
0.27%
U.S. PFD STK ETF
GSY
0.27%
ULTRA SHRT DUR
DEO
0.27%
SPON ADR NEW
MCK
0.27%
COM
MCD
0.26%
COM
CSX
0.26%
COM
PFE
0.25%
COM
SHW
0.25%
COM
AWR
0.25%
COM
A
0.24%
COM
WFC
0.24%
COM
MINT
0.24%
ENHAN SHRT MAT
FHLC
0.23%
MSCI HLTH CARE I
ORCL
0.23%
COM
JPST
0.22%
ULTRA SHRT INC
DE
0.22%
COM
IVV
0.22%
CORE S&P500 ETF
IJH
0.21%
CORE S&P MCP ETF
FDX
0.21%
COM
KO
0.21%
COM
GE
0.2%
COM
SPY
0.19%
TR UNIT
NUVA
0.18%
COM
DXCM
0.18%
COM
PHO
0.18%
WATER RES ETF
DVY
0.18%
SELECT DIVID ETF
GLW
0.17%
COM
ALLE
0.17%
ORD SHS
EA
0.17%
COM
WIP
0.17%
DB INT GVT ETF
NOW
0.16%
COM
INTU
0.16%
COM
FLOT
0.16%
FLTG RATE BD ETF
GLD
0.16%
GOLD SHS
FCX
0.16%
COM
PSX
0.15%
COM
JEC
0.15%
COM
AMT
0.15%
COM
IWB
0.15%
RUS 1000 ETF
ALK
0.14%
COM
MDT
0.14%
SHS
PRF
0.14%
FTSE RAFI 1000
ABBV
0.13%
COM
MRK
0.13%
COM
AMGN
0.13%
COM
SNY
0.13%
SPONSORED ADR
IWD
0.12%
RUS 1000 VAL ETF
QQQ
0.12%
UNIT SER 1
SCHB
0.11%
US BRD MKT ETF
HSY
0.11%
COM
SRE
0.1%
COM
SLB
0.1%
COM
EPD
0.1%
COM
SCHO
0.1%
SHT TM US TRES
XLI
0.1%
SBI INT-INDS
UPS
0.09%
CL B
PM
0.09%
COM
TSLA
0.09%
COM
LRCX
0.09%
COM
TAP
0.09%
CL B
RY
0.09%
COM
ACWI
0.09%
MSCI ACWI ETF
UTX
0.09%
COM
USMV
0.08%
USA MIN VOL ETF
BAC
0.08%
COM
IWF
0.08%
RUS 1000 GRW ETF
BABA
0.07%
SPONSORED ADS
CI
0.07%
COM
MA
0.07%
CL A
EMR
0.07%
COM
PSA
0.07%
PRN
LW
0.07%
COM
CAG
0.07%
COM
IGE
0.07%
NA NAT RES
CAH
0.07%
COM
NVS
0.07%
SPONSORED ADR
FLR
0.07%
COM
IFN
0.07%
PRN
CONE
0.06%
COM
MO
0.06%
COM
PGR
0.06%
COM
LUV
0.06%
COM
DG
0.06%
COM
AGG
0.06%
CORE TOTUSBD ETF
NEE
0.06%
COM
TAK
0.06%
SPONSORED ADS
WAL
0.06%
COM
AGN
0.06%
SHS
ITRI
0.06%
COM
HMC
0.05%
AMERN SHS
DWDP
0.05%
COM
RYN
0.05%
COM
CMA
0.05%
COM
CTSH
0.05%
CL A
ADP
0.05%
COM
OKE
0.05%
COM
CHKP
0.05%
ORD
BKNG
0.05%
COM
MTUM
0.05%
MSCI USAMOMFCT
MDLZ
0.05%
CL A
CELG
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
BBT
0.05%
COM
BMY
0.05%
COM
UNP
0.05%
COM
IBB
0.04%
NASDQ BIOTEC ETF
ASML
0.04%
N Y REGISTRY SHS
MOO
0.04%
AGRIBUSINESS ETF
TIP
0.04%
TIPS BD ETF
MPC
0.04%
COM
EFAV
0.56%
EAFE MIN VOL ETF
SHPG
0.12%
SPONSORED ADR
SPGI
0.05%
COM
WBA
0.05%
COM
NWL
0.05%
COM