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
51
$1.07M 0.56%
31,650
52
$1.03M 0.54%
3,504
+10
53
$1.01M 0.53%
4,760
54
$961K 0.5%
72,871
55
$905K 0.47%
29,175
+158
56
$884K 0.46%
5,039
+100
57
$881K 0.46%
17,122
58
$841K 0.44%
13,915
59
$840K 0.44%
2,771
+15
60
$800K 0.42%
12,905
-3,700
61
$788K 0.41%
73,388
+690
62
$770K 0.4%
14,080
63
$759K 0.4%
4,359
+554
64
$655K 0.34%
6,250
+550
65
$632K 0.33%
12,364
+200
66
$617K 0.32%
1,995
67
$583K 0.3%
24,579
-300
68
$552K 0.29%
14,170
-400
69
$532K 0.28%
5,835
70
$517K 0.27%
2,765
-10
71
$515K 0.27%
30,888
-1,641
72
$514K 0.27%
11,035
+69
73
$506K 0.26%
6,556
+1,641
74
$503K 0.26%
46,100
+3,232
75
$493K 0.26%
34,135
-3,306
1 2
3
4 5