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
251
$28K 0.02%
1,650
252
$28K 0.02%
1,521
+240
253
$27K 0.02%
390
+60
254
$26K 0.02%
461
+11
255
$25K 0.02%
673
-10
256
$25K 0.02%
300
257
$24K 0.02%
389
-330
258
$24K 0.02%
400
259
$23K 0.02%
110
260
$23K 0.02%
150
261
$23K 0.02%
20
262
$23K 0.02%
191
263
$23K 0.02%
280
264
$22K 0.02%
1,582
265
$22K 0.02%
1,401
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266
$22K 0.02%
438
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267
$22K 0.02%
560
+500
268
$22K 0.02%
1,500
269
$21K 0.02%
100
270
$21K 0.02%
300
271
$21K 0.02%
100
272
$21K 0.02%
128
273
$20K 0.02%
135
274
$20K 0.02%
180
+20
275
$20K 0.02%
525
9 10
11
12 13