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
$192M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$691K
3
+$459K
4
CARR icon
Carrier Global
CARR
+$401K
5
AKAM icon
Akamai
AKAM
+$336K

Top Sells

1
+$408K
2
+$370K
3
+$249K
4
ALCO icon
Alico
ALCO
+$248K
5
EMR icon
Emerson Electric
EMR
+$229K

Sector Composition

1 Technology 18.97%
2 Financials 14.15%
3 Consumer Discretionary 13.32%
4 Healthcare 11.77%
5 Consumer Staples 11.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.94%
23,526
+20
27
$1.76M 0.92%
31,921
+520
28
$1.74M 0.91%
25,230
+300
29
$1.72M 0.89%
7,566
+424
30
$1.71M 0.89%
23,134
+336
31
$1.7M 0.89%
12,035
+1,790
32
$1.65M 0.86%
5,000
33
$1.59M 0.83%
19,592
-1,292
34
$1.58M 0.82%
42,234
-760
35
$1.55M 0.81%
8,705
36
$1.51M 0.79%
16,470
-10
37
$1.46M 0.76%
+23,670
38
$1.45M 0.75%
16,792
-75
39
$1.38M 0.72%
145,440
+240
40
$1.31M 0.68%
21,835
41
$1.3M 0.68%
4,415
+50
42
$1.3M 0.68%
105,735
-4,668
43
$1.29M 0.67%
56,608
-4,828
44
$1.21M 0.63%
11,255
+3,135
45
$1.17M 0.61%
8,622
+710
46
$1.13M 0.59%
25,312
+395
47
$1.13M 0.59%
5,937
+390
48
$1.12M 0.58%
10,017
+560
49
$1.08M 0.56%
5,908
+3
50
$1.08M 0.56%
8,285
-18
1
2
3 4 5