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
$135M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$918K
3
+$477K
4
GS icon
Goldman Sachs
GS
+$464K
5
AMGN icon
Amgen
AMGN
+$391K

Top Sells

1
+$758K
2
+$501K
3
+$418K
4
COL
Rockwell Collins
COL
+$346K
5
MLM icon
Martin Marietta Materials
MLM
+$290K

Sector Composition

1 Financials 18.29%
2 Healthcare 12.6%
3 Technology 11.17%
4 Consumer Staples 10.97%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.02%
300
227
$31K 0.02%
350
228
$31K 0.02%
625
229
$31K 0.02%
750
230
$30K 0.02%
629
231
$29K 0.02%
+105
232
$29K 0.02%
200
233
$28K 0.02%
700
234
$28K 0.02%
250
235
$28K 0.02%
750
236
$28K 0.02%
1,722
237
$27K 0.02%
700
238
$27K 0.02%
750
239
$27K 0.02%
300
240
$26K 0.02%
100
241
$26K 0.02%
1,401
242
$25K 0.02%
480
243
$24K 0.02%
110
244
$24K 0.02%
350
245
$24K 0.02%
394
+4
246
$23K 0.02%
1,500
247
$23K 0.02%
1,928
248
$23K 0.02%
1,200
-238
249
$23K 0.02%
1,100
-580
250
$23K 0.02%
500
8 9
10
11 12