Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 02-28-2023 | 09-30-2020 | 107 | 376,341,243 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | 1 | $6,881,917 | 96,629 | 0.00 | 96,629 | +Inf | 12-31-2022 | |
| MICROSOFT CORP | COM | 2 | $17,739,759 | 73,971 | 0.00 | 73,971 | +Inf | 12-31-2022 | |
| PROCTER AND GAMBLE CO | COM | 3 | $16,769,160 | 110,644 | 0.00 | 110,644 | +Inf | 12-31-2022 | |
| META PLATFORMS INC | CL A | 4 | $4,098,058 | 34,054 | 0.00 | 34,054 | +Inf | 12-31-2022 |
