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
376
$6K ﹤0.01%
+54
377
$6K ﹤0.01%
18
378
$6K ﹤0.01%
2,100
-4,275
379
$6K ﹤0.01%
30
380
$6K ﹤0.01%
600
381
$6K ﹤0.01%
+80
382
$6K ﹤0.01%
300
383
$5K ﹤0.01%
300
384
$5K ﹤0.01%
+400
385
$5K ﹤0.01%
100
386
$5K ﹤0.01%
+48
387
$5K ﹤0.01%
100
388
$5K ﹤0.01%
+35
389
$5K ﹤0.01%
100
390
$4K ﹤0.01%
138
+38
391
$4K ﹤0.01%
120
392
$4K ﹤0.01%
100
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$4K ﹤0.01%
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$4K ﹤0.01%
250
395
$4K ﹤0.01%
+156
396
$4K ﹤0.01%
288
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397
$4K ﹤0.01%
231
+39
398
$4K ﹤0.01%
500
399
$4K ﹤0.01%
100
-200
400
$4K ﹤0.01%
+59
14 15
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