WP

Waycross Partners Portfolio holdings

AUM $1.22B
1-Year Est. Return 22.83%
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$18.8M
3
+$14.6M
4
UBER icon
Uber
UBER
+$3.27M
5
CVS icon
CVS Health
CVS
+$3.1M

Top Sells

1
+$19.8M
2
+$16.3M
3
+$8.98M
4
ISRG icon
Intuitive Surgical
ISRG
+$3.94M
5
MRK icon
Merck
MRK
+$1.82M

Sector Composition

1 Technology 34.58%
2 Financials 16.24%
3 Industrials 11%
4 Communication Services 10.89%
5 Healthcare 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.13%
+25,000
52
$1.17M 0.11%
4,005
-55,794
53
$1.05M 0.1%
2,700
54
$701K 0.07%
1,379
55
$687K 0.06%
4,309
56
$672K 0.06%
1,450
57
$651K 0.06%
+2,247
58
$647K 0.06%
5,998
+3,908
59
$642K 0.06%
3,250
60
$636K 0.06%
+5,732
61
$628K 0.06%
2,250
62
$585K 0.06%
4,433
63
$545K 0.05%
6,000
64
$484K 0.05%
+5,818
65
$460K 0.04%
3,151
66
$440K 0.04%
6,200
67
$434K 0.04%
+4,180
68
$422K 0.04%
+6,076
69
$409K 0.04%
+9,525
70
$396K 0.04%
+22,731
71
$391K 0.04%
4,000
72
$378K 0.04%
+5,550
73
$374K 0.04%
+5,392
74
$372K 0.04%
+1,700
75
$370K 0.03%
+1,344
1 2
3
4