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
$153M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$661K
3
+$539K
4
NFLX icon
Netflix
NFLX
+$475K
5
VZ icon
Verizon
VZ
+$453K

Top Sells

1
+$1.39M
2
+$918K
3
+$906K
4
KHC icon
Kraft Heinz
KHC
+$778K
5
AMGN icon
Amgen
AMGN
+$350K

Sector Composition

1 Financials 17.63%
2 Healthcare 11.75%
3 Technology 11.25%
4 Consumer Staples 10.56%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
97
402
$3K ﹤0.01%
256
-1,138
403
$3K ﹤0.01%
200
404
$3K ﹤0.01%
100
405
$3K ﹤0.01%
100
406
$3K ﹤0.01%
150
407
$3K ﹤0.01%
50
408
$3K ﹤0.01%
+60
409
$3K ﹤0.01%
100
410
$3K ﹤0.01%
51
411
$3K ﹤0.01%
31
412
$3K ﹤0.01%
23
413
$3K ﹤0.01%
+50
414
$3K ﹤0.01%
61
415
$3K ﹤0.01%
+82
416
$3K ﹤0.01%
+50
417
$3K ﹤0.01%
+80
418
$3K ﹤0.01%
120
419
$2K ﹤0.01%
+33
420
$2K ﹤0.01%
+100
421
$2K ﹤0.01%
18
422
$2K ﹤0.01%
21
423
$2K ﹤0.01%
61
424
$2K ﹤0.01%
+30
425
$2K ﹤0.01%
+33
15 16
17
18 19