WETHERBY ASSET MANAGEMENT INC Information

580 CALIFORNIA STREET, SAN FRANCISCO, California, 94104, (415) 399-9159

Report Date: 12/31/2014

Position Statistics

Total Positions 479
New Positions 44
Increased Positions 295
Decreased Positions 163
Positions with Activity 458
Sold Out Positions 24
Total Mkt Value (in $ millions) 409

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

Sector Weighting

Basic Materials 2.65%
Capital Goods 2.3%
Conglomerates 0.08%
Consumer Cyclical 2.55%
Consumer/Non-Cyclical 6.32%
Energy 6.13%
Financial 27.46%
Healthcare 13.18%
Services 14.4%
Technology 15.84%
Transportation 1.88%
Utilities 1.7%

479 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARISTA NETWORKS INC COM 22,477 22,477 New 324,435
BERKSHIRE HATHAWAY INC DEL CL A 20,853 New 95
APPLE INC COM 15,262 -51 (0.33) 120,735
EXXON MOBIL CORP COM 8,609 24 .28 99,253
MICROSOFT CORP COM 7,541 88 1.19 174,936
ISHARES TR S&P 500 GRWT ETF 7,196 20 .28 61,862
ACTAVIS PLC SHS 7,136 163 2.34 24,132
ISHARES TR S&P 500 VAL ETF 6,991 20 .29 74,242
CISCO SYS INC COM 6,636 -432 (6.11) 226,496
DISNEY WALT CO COM DISNEY 6,573 -145 (2.15) 62,585
BERKSHIRE HATHAWAY INC DEL CL B NEW 4,904 -10 (0.21) 33,573
MERCK & CO INC NEW COM 4,788 62 1.30 82,577
JOHNSON & JOHNSON COM 4,452 70 1.61 43,430
GENERAL ELECTRIC CO COM 4,267 163 3.97 165,247
PROCTER & GAMBLE CO COM 4,067 170 4.37 48,061
GILEAD SCIENCES INC COM 3,993 43 1.08 38,609
PFIZER INC COM 3,919 19 .48 113,706
WELLS FARGO & CO NEW COM 3,654 97 2.73 66,631
VANGUARD INDEX FDS TOTAL STK MKT 3,156 99 3.23 28,964
INTEL CORP COM 3,033 204 7.23 89,918