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
251
$22K 0.02%
1,300
-3,000
252
$22K 0.02%
+74
253
$22K 0.02%
165
254
$22K 0.02%
600
-600
255
$21K 0.02%
620
256
$21K 0.02%
400
257
$21K 0.02%
965
258
$20K 0.01%
200
259
$20K 0.01%
1,521
260
$20K 0.01%
+688
261
$19K 0.01%
135
262
$19K 0.01%
209
263
$19K 0.01%
502
-316
264
$19K 0.01%
300
265
$19K 0.01%
200
266
$19K 0.01%
1,000
267
$18K 0.01%
236
268
$18K 0.01%
280
269
$18K 0.01%
525
270
$17K 0.01%
612
+480
271
$17K 0.01%
+1,394
272
$17K 0.01%
191
273
$17K 0.01%
1,500
274
$16K 0.01%
314
+6
275
$16K 0.01%
305
9 10
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12 13