WETHERBY ASSET MANAGEMENT INC Information

417 MONTGOMERY STREET, SAN FRANCISCO, California, 94104, (415) 399-9159

Report Date: 03/31/2014

Position Statistics

Total Positions 461
New Positions 22
Increased Positions 210
Decreased Positions 226
Positions with Activity 436
Sold Out Positions 25
Total Mkt Value (in $ millions) 369

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.73%
Capital Goods 2.61%
Conglomerates 0.07%
Consumer Cyclical 2.27%
Consumer/Non-Cyclical 6.62%
Energy 9.49%
Financial 27.6%
Healthcare 12.29%
Services 13.99%
Technology 17.8%
Transportation 1.72%
Utilities 1.63%

461 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 18,259 -210,464 (92.02) 95
EXXON MOBIL CORP COM 12,065 68 .57 115,729
APPLE INC COM 10,974 -291 (2.59) 112,917
MICROSOFT CORP COM 8,351 -232 (2.71) 186,114
CISCO SYS INC COM 8,333 -40 (0.48) 324,484
ISHARES S&P 500 VAL ETF 6,739 -11 (0.16) 73,632
ISHARES S&P 500 GRWT ETF 6,558 New 61,349
DISNEY WALT CO COM DISNEY 5,564 -19 (0.33) 64,662
ACTAVIS PLC SHS 5,115 46 .91 23,291
MERCK & CO INC NEW COM 4,684 -162 (3.34) 80,599
JOHNSON & JOHNSON COM 4,319 -95 (2.14) 42,263
GENERAL ELECTRIC CO COM 4,139 -176 (4.08) 159,753
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,016 -245 (5.76) 31,341
PROCTER & GAMBLE CO COM 3,891 -87 (2.19) 48,641
CHEVRON CORP NEW COM 3,748 -327 (8.01) 27,995
GILEAD SCIENCES INC COM 3,552 2 .05 39,313
PFIZER INC COM 3,476 5 .15 114,388
INTEL CORP COM 3,404 -17 (0.5) 98,666
WELLS FARGO & CO NEW COM 3,371 -57 (1.66) 65,676
INTERNATIONAL BUSINESS MACHS COM 3,258 61 1.90 16,825