WEATHERLY ASSET MANAGEMENT L. P.

Portfolio Overview

Weatherly Asset Management L. P. has reported a significant expansion in its portfolio size, with total assets under management (AUM) growing by 187.3% from approximately $452.3 million in the previous quarter to $1.30 billion as of the report date. This dramatic increase suggests substantial capital inflows or a marked increase in asset values during the period. The portfolio now consists of 190 holdings, indicating a diversified approach. However, the turnover was excep...