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
$695M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$4.22M
2 +$3.05M
3 +$2.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.4M
5
SCHW icon
Charles Schwab
SCHW
+$2.37M

Top Sells

1 +$7.41M
2 +$5.42M
3 +$1.86M
4
VZ icon
Verizon
VZ
+$603K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 30.43%
2 Financials 11.52%
3 Healthcare 9.49%
4 Communication Services 9.06%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-15,516
127
-4,041