Elmwood Wealth Management 13F annual report

Elmwood Wealth Management is an investment fund managing more than $143 billion ran by Juliana Moravy. There are currently 79 companies in Mrs. Moravy’s portfolio. The largest investments include Caribou Biosciences Inc and Ishares Tr, together worth $32.7 billion.

Limited to 30 biggest holdings

$143 billion Assets Under Management (AUM)

As of 23rd January 2024, Elmwood Wealth Management’s top holding is 2,364,260 shares of Caribou Biosciences Inc currently worth over $13.5 billion and making up 9.5% of the portfolio value.In addition, the fund holds 382,988 shares of Ishares Tr worth $19.1 billion. The third-largest holding is J P Morgan Exchange Traded F worth $9.69 billion and the next is Vanguard Scottsdale Fds worth $4.66 billion, with 79,843 shares owned.

Currently, Elmwood Wealth Management's portfolio is worth at least $143 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Elmwood Wealth Management

The Elmwood Wealth Management office and employees reside in Berkeley, California. According to the last 13-F report filed with the SEC, Juliana Moravy serves as the COMPLIANCE OFFICER at Elmwood Wealth Management.