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
301
$15K 0.01%
+375
302
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253
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305
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+1
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887
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$11K 0.01%
690
11 12
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14 15