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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
Newell Brands
NWL
+$44.6K

Sector Composition

1 Financials 18.3%
2 Technology 12.14%
3 Healthcare 11.23%
4 Consumer Staples 11.08%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.02%
750
252
$35K 0.02%
600
253
$34K 0.02%
200
254
$33K 0.02%
+2,000
255
$33K 0.02%
291
+100
256
$33K 0.02%
300
257
$32K 0.02%
110
258
$32K 0.02%
250
259
$31K 0.02%
629
260
$31K 0.02%
1,500
261
$31K 0.02%
1,100
262
$31K 0.02%
1,500
+400
263
$29K 0.02%
750
264
$28K 0.02%
700
265
$28K 0.02%
700
266
$28K 0.02%
394
267
$27K 0.02%
350
268
$27K 0.02%
550
+200
269
$27K 0.02%
165
270
$27K 0.02%
157
271
$26K 0.01%
209
272
$24K 0.01%
135
273
$24K 0.01%
280
274
$24K 0.01%
445
-50
275
$24K 0.01%
480
9 10
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12 13