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
$280M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$1.35M
3
+$980K
4
PEP icon
PepsiCo
PEP
+$921K
5
MRK icon
Merck
MRK
+$917K

Top Sells

1
+$814K
2
+$787K
3
+$701K
4
NFLX icon
Netflix
NFLX
+$647K
5
AMZN icon
Amazon
AMZN
+$637K

Sector Composition

1 Technology 19.09%
2 Financials 15.09%
3 Consumer Discretionary 12.08%
4 Healthcare 11.18%
5 Consumer Staples 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.84M 1.02%
48,529
+10,243
27
$2.69M 0.96%
10,393
+1,736
28
$2.65M 0.95%
24,950
-735
29
$2.57M 0.92%
19,871
-394
30
$2.46M 0.88%
8,235
+840
31
$2.35M 0.84%
11,370
+1,870
32
$2.29M 0.82%
14,797
+1,236
33
$2.27M 0.81%
15,887
+885
34
$2.22M 0.79%
4,700
35
$2.12M 0.76%
40,894
+8,571
36
$2.09M 0.75%
107,034
-972
37
$1.96M 0.7%
5,448
+156
38
$1.82M 0.65%
7,771
+1,040
39
$1.79M 0.64%
5,325
-383
40
$1.77M 0.63%
5,946
+172
41
$1.69M 0.6%
21,485
-530
42
$1.66M 0.59%
4,789
+29
43
$1.62M 0.58%
3,232
-133
44
$1.62M 0.58%
7,196
+1,296
45
$1.54M 0.55%
2,721
+15
46
$1.52M 0.55%
14,746
-485
47
$1.5M 0.54%
17,542
+250
48
$1.48M 0.53%
9,959
+1,487
49
$1.45M 0.52%
23,739
+3,705
50
$1.41M 0.5%
3,915
1
2
3 4 5