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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1 +$5.85M
2 +$5.81M
3 +$5.42M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.4M
5
V icon
Visa
V
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.55%
2 Healthcare 11.27%
3 Consumer Staples 11.03%
4 Communication Services 9.8%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+25
452
0
453
0
454
$0 ﹤0.01%
+7
455
$0 ﹤0.01%
+23
456
$0 ﹤0.01%
+25
457
$0 ﹤0.01%
+1
458
$0 ﹤0.01%
+11