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WP
Waycross Partners Portfolio holdings
AUM
$1.05B
1-Year Est. Return
20.92%
This Fund
S&P 500
This Quarter
Est. Return
+15.54%
1 Year Est. Return
+20.92%
3 Year Est. Return
+78.91%
5 Year Est. Return
+114.23%
10 Year Est. Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
93.58%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$9.2M |
| 2 |
Microsoft
MSFT
|
+$8.81M |
| 3 |
Amazon
AMZN
|
+$6.99M |
| 4 |
Deere & Co
DE
|
+$6.15M |
| 5 |
PayPal
PYPL
|
+$6.01M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.95% |
| 2 | Technology | 19.73% |
| 3 | Consumer Discretionary | 13.58% |
| 4 | Healthcare | 13.45% |
| 5 | Industrials | 12.99% |
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Waycross Partners's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Waycross Partners, which disclosed 98 positions worth $160M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Apple: 76,497 shares worth $10.2M.
By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Technology and Consumer Discretionary.
- Waycross Partners's largest Q4 2020 buy was Apple: 76,497 shares worth $10.2M.
- Waycross Partners's ten largest holdings make up 40% of its $160M portfolio in Q4 2020.
- Waycross Partners disclosed 98 positions in Q4 2020, its first 13F filing on record.
Based on Waycross Partners's 13F filing for Q4 2020, filed 8 Feb 2021.