WC

Whitney & Co Portfolio holdings

AUM $1.01B
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

1 +$4.18M
2 +$4.02M
3 +$3.62M
4
PAYX icon
Paychex
PAYX
+$949K
5
AET
Aetna Inc
AET
+$717K

Sector Composition

1 Financials 15.8%
2 Technology 15.36%
3 Healthcare 10.34%
4 Industrials 9.96%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
+21
352
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147
-75
353
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+54
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+298
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+93
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357
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140
358
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274
359
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+50
360
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80
361
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250
362
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600
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200
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371
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+98
374
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375
$6K ﹤0.01%
+69