WP

Waycross Partners Portfolio holdings

AUM $1.06B
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$13.6M
3
+$13.4M
4
PYPL icon
PayPal
PYPL
+$3.55M
5
BDX icon
Becton Dickinson
BDX
+$2.64M

Top Sells

1
+$13.9M
2
+$12.4M
3
+$6.65M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.94M
5
EMR icon
Emerson Electric
EMR
+$2.87M

Sector Composition

1 Technology 28.22%
2 Financials 13.97%
3 Healthcare 13.58%
4 Consumer Discretionary 13.16%
5 Industrials 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$705K 0.09%
1,450
52
$674K 0.09%
4,433
53
$586K 0.08%
2,250
54
$584K 0.08%
1,379
55
$545K 0.07%
6,000
56
$485K 0.06%
4,289
57
$469K 0.06%
6,200
58
$365K 0.05%
3,151
59
$361K 0.05%
4,000
60
$348K 0.05%
1,500
61
$258K 0.03%
4,557
62
$246K 0.03%
1,700
63
$225K 0.03%
2,090
64
– –
-105,770
65
– –
-187,562
66
– –
-39,690
1 2
3