WP

Waycross Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 24.71%
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.57M
3
+$1.51M
4
AMZN icon
Amazon
AMZN
+$1.43M
5
V icon
Visa
V
+$1.18M

Top Sells

1
+$2.81M
2
+$2.63M
3
+$2.16M
4
LLY icon
Eli Lilly
LLY
+$1.15M
5
FCX icon
Freeport-McMoran
FCX
+$1.14M

Sector Composition

1 Technology 22.85%
2 Healthcare 17.41%
3 Consumer Discretionary 16.2%
4 Financials 13.98%
5 Industrials 11.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.21%
3,500
-5,233
77
$302K 0.2%
1,700
78
– –
-500
79
– –
-54,576
80
– –
-23,000
81
– –
-70,090
82
– –
-5,246
1 2 3
4