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
351
$10K 0.01%
282
352
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50
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70
354
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100
355
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600
+300
356
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200
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357
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200
358
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62
359
$9K 0.01%
105
360
$8K ﹤0.01%
377
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361
$8K ﹤0.01%
100
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$8K ﹤0.01%
240
363
$8K ﹤0.01%
200
364
$8K ﹤0.01%
484
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365
$8K ﹤0.01%
75
366
$8K ﹤0.01%
150
367
$8K ﹤0.01%
620
+20
368
$8K ﹤0.01%
300
369
$7K ﹤0.01%
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$7K ﹤0.01%
210
371
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276
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$6K ﹤0.01%
7
373
$6K ﹤0.01%
400
374
$6K ﹤0.01%
75
375
$6K ﹤0.01%
484
-429
13 14
15
16 17