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
376
$4K ﹤0.01%
400
377
$4K ﹤0.01%
+1,050
378
$4K ﹤0.01%
180
+7
379
$4K ﹤0.01%
226
+10
380
$3K ﹤0.01%
100
381
$3K ﹤0.01%
65
382
$3K ﹤0.01%
97
383
$3K ﹤0.01%
200
384
$3K ﹤0.01%
100
385
$3K ﹤0.01%
100
386
$3K ﹤0.01%
100
387
$3K ﹤0.01%
150
388
$3K ﹤0.01%
50
389
$3K ﹤0.01%
252
+30
390
$3K ﹤0.01%
150
391
$3K ﹤0.01%
240
392
$3K ﹤0.01%
51
393
$3K ﹤0.01%
31
394
$3K ﹤0.01%
23
395
$3K ﹤0.01%
122
396
$3K ﹤0.01%
59
397
$2K ﹤0.01%
+18
398
$2K ﹤0.01%
+21
399
$2K ﹤0.01%
100
400
$2K ﹤0.01%
110
+1
14 15
16
17 18