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
401
$4K ﹤0.01%
100
402
$3K ﹤0.01%
61
403
$3K ﹤0.01%
108
+1
404
$3K ﹤0.01%
265
405
$3K ﹤0.01%
+50
406
$3K ﹤0.01%
200
407
$3K ﹤0.01%
100
408
$3K ﹤0.01%
100
409
$3K ﹤0.01%
+100
410
$3K ﹤0.01%
200
411
$3K ﹤0.01%
150
412
$3K ﹤0.01%
50
413
$3K ﹤0.01%
151
+38
414
$3K ﹤0.01%
192
+50
415
$3K ﹤0.01%
200
416
$3K ﹤0.01%
100
417
$3K ﹤0.01%
240
+100
418
$3K ﹤0.01%
+51
419
$3K ﹤0.01%
+31
420
$3K ﹤0.01%
+23
421
$3K ﹤0.01%
100
422
$3K ﹤0.01%
110
423
$2K ﹤0.01%
50
424
$2K ﹤0.01%
100
425
$2K ﹤0.01%
97
15 16
17
18 19