WEATHERLY ASSET Overview

Weatherly Asset Management L. P. is an investment advisor that manages 524.9 MM dollars in regulatory AUM and has 8 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/12 to 09/30/16. The fund's latest filing disclosed 302MM in positions, representing 57% of the manager's regulatory AUM.

WEATHERLY ASSET StockAlpha

+0%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEATHERLY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LLY 8.94% Health -15.65% -0.95% 0 22%
AAPL 5.46% Tech -2.99% -0.08% 0 42%
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FEATURED IN
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WEATHERLY ASSET Founders and Key Employees

Name Title In Position Since
Carolyn P. Taylor Limited Partner, Chief Compliance Officer December-1994

WEATHERLY ASSET Brokers, Custodians, Auditors and Administrators

Type Company

WEATHERLY ASSET Investment Strategy

Item 8 Methods of Analysis, Investment Strategies and
Risk of Loss
Methods of Analysis
Security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis.

We glean our information from a number of sources including direct company contact, conferences, webinars, financial newspapers and magazines, inspection of corporate activities, research material prepared by others, annual reports, prospectuses, regulatory filings and filings with the SEC, corporate rating services and company press releases. Additional sources of research information may include but are not limited to trade journals, discussions and meetings with security analysts, internal and external research reports, statistical analysis and material and interviews with outside consultants and, analysts and personal assessment of financial consequences of world events derived from general or specific material depending on the particular circumstances.

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WEATHERLY ASSET Portfolio Concentration

WEATHERLY ASSET Location

832 CAMINO DEL MAR, SUITE 4
DEL MAR, California
UNITED STATES, 92014

WEATHERLY ASSET Contact Information

Phone Number: 858-259-4507
Fax Number: 858-259-0782
Website:

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