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
276
$20K 0.02%
+1,000
277
$20K 0.02%
200
-200
278
$20K 0.02%
1,000
279
$19K 0.01%
200
280
$19K 0.01%
230
281
$19K 0.01%
1,200
-3,034
282
$19K 0.01%
400
283
$19K 0.01%
450
284
$19K 0.01%
1,530
+150
285
$19K 0.01%
105
286
$18K 0.01%
+236
287
$18K 0.01%
209
288
$18K 0.01%
308
289
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290
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291
$18K 0.01%
140
292
$18K 0.01%
500
293
$17K 0.01%
1,540
294
$17K 0.01%
275
295
$17K 0.01%
129
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296
$17K 0.01%
108
297
$16K 0.01%
2,590
298
$16K 0.01%
305
299
$16K 0.01%
191
300
$16K 0.01%
997
+164
10 11
12
13 14