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
351
$6K ﹤0.01%
80
352
$6K ﹤0.01%
100
353
$6K ﹤0.01%
276
354
$6K ﹤0.01%
600
355
$6K ﹤0.01%
300
356
$6K ﹤0.01%
105
357
$5K ﹤0.01%
75
358
$5K ﹤0.01%
550
-1,100
359
$5K ﹤0.01%
300
360
$5K ﹤0.01%
50
361
$5K ﹤0.01%
100
362
$5K ﹤0.01%
200
363
$5K ﹤0.01%
40
364
$5K ﹤0.01%
220
365
$5K ﹤0.01%
30
366
$5K ﹤0.01%
100
367
$4K ﹤0.01%
400
368
$4K ﹤0.01%
420
369
$4K ﹤0.01%
81
+1
370
$4K ﹤0.01%
152
-132
371
$4K ﹤0.01%
297
+33
372
$4K ﹤0.01%
226
+10
373
$4K ﹤0.01%
180
+7
374
$4K ﹤0.01%
+1,050
375
$4K ﹤0.01%
+150
13 14
15
16 17