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
276
$16K 0.01%
108
277
$16K 0.01%
280
+137
278
$15K 0.01%
594
279
$15K 0.01%
320
280
$15K 0.01%
300
281
$15K 0.01%
140
-35
282
$15K 0.01%
100
283
$15K 0.01%
100
-15
284
$14K 0.01%
173
285
$14K 0.01%
1,101
286
$14K 0.01%
937
+777
287
$14K 0.01%
560
288
$14K 0.01%
105
289
$14K 0.01%
560
290
$13K 0.01%
+1,030
291
$13K 0.01%
1,067
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292
$13K 0.01%
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293
$13K 0.01%
191
294
$13K 0.01%
1,000
-2,000
295
$13K 0.01%
301
296
$13K 0.01%
135
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297
$12K 0.01%
305
+300
298
$12K 0.01%
7
299
$12K 0.01%
88
300
$12K 0.01%
318
-405
10 11
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