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
$131M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$713K
3
+$645K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
MSFT icon
Microsoft
MSFT
+$602K

Top Sells

1
+$567K
2
+$297K
3
+$203K
4
PX
Praxair Inc
PX
+$168K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$159K

Sector Composition

1 Financials 18.29%
2 Healthcare 11.03%
3 Consumer Staples 10.25%
4 Technology 10.15%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$735K 0.56%
24,514
+450
52
$720K 0.55%
2,475
-250
53
$695K 0.53%
3,250
54
$687K 0.53%
11,033
+46
55
$682K 0.52%
20,266
+2,550
56
$675K 0.52%
9,895
+800
57
$652K 0.5%
51,032
+25,702
58
$649K 0.5%
2,941
+500
59
$597K 0.46%
3,733
+338
60
$579K 0.44%
22,775
-1,143
61
$578K 0.44%
2,200
-576
62
$568K 0.43%
4,189
-100
63
$560K 0.43%
2,974
64
$553K 0.42%
+12,755
65
$547K 0.42%
10,453
-289
66
$539K 0.41%
2,032
+698
67
$539K 0.41%
15,778
+6,800
68
$539K 0.41%
3,660
+175
69
$532K 0.41%
6,071
+2,600
70
$508K 0.39%
9,860
+6,400
71
$473K 0.36%
4,944
+964
72
$457K 0.35%
17,971
+3,229
73
$453K 0.35%
25,722
+19,512
74
$446K 0.34%
2,853
75
$441K 0.34%
2,725
+900
1 2
3
4 5