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
$652M
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$13M
3 +$12.4M
4
UNH icon
UnitedHealth
UNH
+$10M
5
MSFT icon
Microsoft
MSFT
+$4.44M

Top Sells

1 +$14.9M
2 +$13.1M
3 +$12.7M
4
HUM icon
Humana
HUM
+$8.82M
5
ADBE icon
Adobe
ADBE
+$2.02M

Sector Composition

1 Technology 26.66%
2 Healthcare 18.55%
3 Financials 13.45%
4 Consumer Discretionary 11.14%
5 Communication Services 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,000
77
-24,997