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
$266M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$947K
2
+$646K
3
+$498K
4
MCD icon
McDonald's
MCD
+$495K
5
V icon
Visa
V
+$450K

Top Sells

1
+$1.52M
2
+$1.51M
3
+$361K
4
VMW
VMware, Inc
VMW
+$297K
5
LAZ icon
Lazard
LAZ
+$239K

Sector Composition

1 Technology 18.35%
2 Financials 15%
3 Consumer Discretionary 11.72%
4 Healthcare 11.68%
5 Consumer Staples 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.96%
11,485
+115
27
$2.52M 0.95%
8,422
+255
28
$2.23M 0.84%
18,976
-895
29
$2.12M 0.8%
41,646
+752
30
$2.11M 0.79%
10,443
+50
31
$2.1M 0.79%
107,904
+870
32
$2.06M 0.78%
15,052
+255
33
$1.97M 0.74%
15,977
+90
34
$1.96M 0.74%
23,774
+35
35
$1.93M 0.72%
4,700
36
$1.92M 0.72%
8,701
+930
37
$1.82M 0.68%
6,378
+432
38
$1.77M 0.67%
20,885
-600
39
$1.75M 0.66%
7,251
+55
40
$1.72M 0.64%
15,480
+734
41
$1.69M 0.64%
4,520
-315
42
$1.64M 0.61%
5,425
-23
43
$1.58M 0.59%
2,743
+22
44
$1.55M 0.58%
12,483
+2,524
45
$1.54M 0.58%
3,028
-204
46
$1.47M 0.55%
23,756
+1,262
47
$1.44M 0.54%
39,098
+402
48
$1.37M 0.51%
4,289
-500
49
$1.36M 0.51%
17,559
+17
50
$1.27M 0.48%
62,972
+1,473
1
2
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