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 |
|---|---|---|---|---|---|---|---|---|---|
| NIO INC | SPON ADS | 951 | $233,297 | 24,076 | 0.00 | 0.00 | 6,838 | 39.67 | 06-30-2023 |
| SMITH & NEPHEW PLC | SPDN ADR NEW | 952 | $231,717 | 7,185 | 0.00 | 7,185 | +Inf | 06-30-2023 | |
| ESSENTIAL UTILS INC | COM | 953 | $231,678 | 5,805 | 0.00 | 0.00 | -1,134 | -16.34 | 06-30-2023 |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 954 | $231,489 | 9,230 | 0.00 | 0.00 | -543 | -5.56 | 06-30-2023 |
