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
$176M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
518
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.33M
3
+$1.08M
4
PEP icon
PepsiCo
PEP
+$993K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$955K

Top Sells

1
+$132K
2
+$88.5K
3
+$87.3K
4
CSCO icon
Cisco
CSCO
+$61K
5
NWL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$873K 0.5%
68,677
-1,191
52
$863K 0.49%
6,182
+2,445
53
$835K 0.48%
4,023
+1,050
54
$802K 0.46%
10,224
+200
55
$799K 0.45%
27,570
+700
56
$786K 0.45%
3,225
57
$779K 0.44%
2,949
58
$771K 0.44%
28,572
+438
59
$758K 0.43%
7,521
+750
60
$755K 0.43%
3,760
61
$722K 0.41%
14,675
-620
62
$683K 0.39%
14,285
+300
63
$679K 0.39%
5,463
+3,800
64
$665K 0.38%
4,593
+162
65
$660K 0.38%
9,435
66
$659K 0.37%
35,220
+1,965
67
$652K 0.37%
3,494
+5
68
$645K 0.37%
15,260
+144
69
$639K 0.36%
9,580
+500
70
$600K 0.34%
146,200
+20,000
71
$596K 0.34%
11,076
+1,400
72
$585K 0.33%
1,987
-40
73
$564K 0.32%
11,924
-52
74
$560K 0.32%
6,995
+975
75
$548K 0.31%
18,987
+6
1 2
3
4 5