WCM

Whitener Capital Management Portfolio holdings

AUM $418M
1-Year Est. Return 23.31%
This Quarter Est. Return
1 Year Est. Return
+23.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$713K
3
+$645K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
MSFT icon
Microsoft
MSFT
+$602K

Top Sells

1
+$567K
2
+$297K
3
+$203K
4
PX
Praxair Inc
PX
+$168K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$159K

Sector Composition

1 Financials 18.29%
2 Healthcare 11.03%
3 Consumer Staples 10.25%
4 Technology 10.15%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.03%
805
+111
227
$36K 0.03%
442
+1
228
$36K 0.03%
+449
229
$36K 0.03%
750
+150
230
$35K 0.03%
360
+140
231
$35K 0.03%
759
232
$35K 0.03%
+800
233
$35K 0.03%
890
-50
234
$35K 0.03%
300
-550
235
$35K 0.03%
416
236
$34K 0.03%
721
237
$34K 0.03%
610
238
$34K 0.03%
395
239
$33K 0.03%
350
+130
240
$32K 0.02%
750
241
$31K 0.02%
505
242
$31K 0.02%
179
243
$30K 0.02%
700
+50
244
$30K 0.02%
280
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245
$30K 0.02%
250
246
$30K 0.02%
+700
247
$30K 0.02%
+590
248
$30K 0.02%
865
249
$29K 0.02%
480
250
$28K 0.02%
629
8 9
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