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
$246M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$2.7M
2 +$2.36M
3 +$2.28M
4
YDKN
Yadkin Financial Corporation
YDKN
+$1.3M
5
EMN icon
Eastman Chemical
EMN
+$469K

Top Sells

1 +$2.22M
2 +$1.37M
3 +$927K
4
BPL
Buckeye Partners, L.P.
BPL
+$549K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$468K

Sector Composition

1 Technology 16.49%
2 Financials 15.27%
3 Healthcare 13.33%
4 Communication Services 10.62%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-27,650
102
-10,069
103
-11,575