WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+4.14%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$176M
AUM Growth
+$22.9M
(+15%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
9.97%
Top 10 Holdings %
Top 10 Hldgs %
35.09%
Holding
518
New
22
Increased
150
Reduced
53
Closed
21
Top Buys
| 1 |
Microsoft
MSFT
|
$1.66M |
| 2 |
Amazon
AMZN
|
$1.33M |
| 3 |
Johnson & Johnson
JNJ
|
$1.08M |
| 4 |
PepsiCo
PEP
|
$993K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$955K |
Top Sells
| 1 |
Blackstone
BX
|
$132K |
| 2 |
FedEx
FDX
|
$88.5K |
| 3 |
Nuveen Preferred Securities & Income Opportunities Fund
JPI
|
$87.3K |
| 4 |
Cisco
CSCO
|
$61K |
| 5 |
Newell Brands
NWL
|
$44.6K |
Sector Composition
| 1 | Financials | 18.3% |
| 2 | Technology | 12.14% |
| 3 | Healthcare | 11.23% |
| 4 | Consumer Staples | 11.08% |
| 5 | Consumer Discretionary | 9.86% |
