WP
Waycross Partners Portfolio holdings
AUM
$1.16B
1-Year Est. Return
24.71%
1 Year Est. Return
+24.71%
AUM
$1.06B
AUM Growth
+$169M
(+19%)
Holding
93
Top Buys
| 1 | +$24M | |
| 2 | +$18.8M | |
| 3 | +$14.6M | |
| 4 |
Uber
UBER
|
+$3.27M |
| 5 |
CVS Health
CVS
|
+$3.1M |
Top Sells
| 1 | +$19.8M | |
| 2 | +$16.3M | |
| 3 | +$8.98M | |
| 4 |
Intuitive Surgical
ISRG
|
+$3.94M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Consolidated Edison
ED
$36.7B
| $362K | 0.03% |
+3,604
|
|
||
77
Duke Energy
DUK
$95.4B
| $361K | 0.03% |
+3,061
|
|
||
78
Kimberly-Clark
KMB
$34.6B
| $357K | 0.03% |
+2,769
|
|
||
|
79
Merck
MRK
$233B
| $356K | 0.03% |
4,500
-23,000
|
|
||
80
Phillips 66
PSX
$57.3B
| $354K | 0.03% |
+2,965
|
|
||
81
Fifth Third Bancorp
FITB
$28.1B
| $352K | 0.03% |
+8,556
|
|
||
82
Edison International
EIX
$22.6B
| $349K | 0.03% |
+6,758
|
|
||
83
Abbott
ABT
$227B
| $339K | 0.03% |
2,489
-1,800
|
|
||
84
US Bancorp
USB
$73.5B
| $318K | 0.03% |
+7,021
|
|
||
85
FirstEnergy
FE
$26.5B
| $300K | 0.03% |
+7,449
|
|
||
86
Prudential Financial
PRU
$37.5B
| $296K | 0.03% |
+2,755
|
|
||
87
Philip Morris
PM
$240B
| $295K | 0.03% |
1,619
|
|
||
88
Chevron
CVX
$315B
| $282K | 0.03% |
+1,967
|
|
||
89
Verizon
VZ
$172B
| $281K | 0.03% |
+6,494
|
|
||
90
Johnson & Johnson
JNJ
$473B
| $260K | 0.02% |
1,700
|
|
||
91
Kraft Heinz
KHC
$29.2B
| $233K | 0.02% |
+9,028
|
|
||
92
Bristol-Myers Squibb
BMY
$95.5B
| $211K | 0.02% |
4,557
|
|
||
93
Conagra Brands
CAG
$8.29B
| $207K | 0.02% |
+10,125
|
|