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
$625M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$7.46M
2 +$4.51M
3 +$3.97M
4
BDX icon
Becton Dickinson
BDX
+$3.92M
5
GILD icon
Gilead Sciences
GILD
+$3.63M

Sector Composition

1 Technology 24.28%
2 Communication Services 12.93%
3 Financials 12.8%
4 Consumer Discretionary 8.74%
5 Healthcare 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$84K 0.01%
18,000
+500
127
-1,501
128
-2,034
129
-56,251
130
-4,494