WC

Whitney & Co Portfolio holdings

AUM $1.26B
1-Year Est. Return 23.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$6.28M
3 +$5.49M
4
RMD icon
ResMed
RMD
+$4.44M
5
MDT icon
Medtronic
MDT
+$3.43M

Top Sells

1 +$8.81M
2 +$4.24M
3 +$2.04M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.15M
5
AAPL icon
Apple
AAPL
+$876K

Sector Composition

1 Technology 28.63%
2 Financials 11.73%
3 Healthcare 10.15%
4 Communication Services 8.39%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,965
127
-52,940