《Livestream Tuesday Sep 1st 11:00am PST (2:00pm EST)》
说话者持有ADBE，但因投资组合再平衡需求，正通过获利了结来减少敞口。
所以我目前持有Adobe和埃森哲，我在一个投资组合中持有它们，每只股票的权重为3.7%。
So I am currently holding Adobe and I am currently holding Asenture and I am holding those in a portfolio waiting of 3.7% per uh per stock.