Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WETHERBY ASSET MANAGEMENT INC 08-14-2023 06-30-2023 1193 1,856,957,166
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SOUTHWEST AIRLS CO COM 651 $432,638 11,948 0.00 0.00 942 8.56 06-30-2023
LYONDELLBASELL INDUSTRIES N SHS - A - 652 $430,775 4,691 0.00 0.00 1,674 55.49 06-30-2023
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 653 $429,617 3,876 0.00 0.00 -75 -1.90 06-30-2023
ARROW ELECTRS INC COM 654 $429,547 2,999 0.00 0.00 -253 -7.78 06-30-2023
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