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
426
$1K ﹤0.01%
100
427
$1K ﹤0.01%
20
428
$1K ﹤0.01%
70
429
$1K ﹤0.01%
100
430
$1K ﹤0.01%
49
431
$1K ﹤0.01%
39
432
$1K ﹤0.01%
61
433
$1K ﹤0.01%
50
434
– –
-15
435
$0 ﹤0.01%
12
436
– –
0
437
– –
-18
438
$0 ﹤0.01%
6
439
– –
-300
440
– –
-8
441
$0 ﹤0.01%
14
442
$0 ﹤0.01%
18
443
$0 ﹤0.01%
100
444
$0 ﹤0.01%
75
445
– –
-354
446
$0 ﹤0.01%
1
-274
447
$0 ﹤0.01%
6
448
$0 ﹤0.01%
5
449
$0 ﹤0.01%
6
450
– –
-50
16 17
18
19 20