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
$229M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$5.36M
2 +$1.86M
3 +$1.07M
4
AAPL icon
Apple
AAPL
+$714K
5
DOC icon
Healthpeak Properties
DOC
+$662K

Top Sells

1 +$6.21M
2 +$5.43M
3 +$824K
4
CAT icon
Caterpillar
CAT
+$579K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$466K

Sector Composition

1 Technology 17.58%
2 Financials 15.02%
3 Healthcare 13.63%
4 Communication Services 9.7%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-83,138