WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+5.15%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$127M
AUM Growth
-$3.27M
(-2.5%)
Cap. Flow
-$8.53M
Cap. Flow
% of AUM
-6.7%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
491
New
–
Increased
60
Reduced
41
Closed
367
Top Buys
| 1 |
PX
Praxair Inc
PX
|
$559K |
| 2 |
Citigroup
C
|
$379K |
| 3 |
FedEx
FDX
|
$293K |
| 4 |
Walmart
WMT
|
$286K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$235K |
Top Sells
| 1 |
MON
Monsanto Co
MON
|
$430K |
| 2 |
Schlumberger
SLB
|
$215K |
| 3 |
iShares Select Dividend ETF
DVY
|
$192K |
| 4 |
Oracle
ORCL
|
$185K |
| 5 |
Biogen
BIIB
|
$180K |
Sector Composition
| 1 | Financials | 18.35% |
| 2 | Healthcare | 11.01% |
| 3 | Consumer Discretionary | 10.81% |
| 4 | Communication Services | 10.66% |
| 5 | Technology | 10.53% |
