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
51
$1.23M 0.46%
6,443
+40
52
$1.22M 0.46%
3,415
-500
53
$1.21M 0.45%
13,270
-20
54
$1.2M 0.45%
5,410
+85
55
$1.09M 0.41%
4,215
-77
56
$1.04M 0.39%
5,684
+223
57
$1.02M 0.38%
10,438
-377
58
$1.01M 0.38%
2,430
+1,555
59
$999K 0.38%
4,710
-40
60
$999K 0.38%
99,352
+8,848
61
$980K 0.37%
13,070
-360
62
$923K 0.35%
7,105
+438
63
$919K 0.35%
6,020
+10
64
$892K 0.34%
18,018
-1,014
65
$884K 0.33%
49,551
-11,644
66
$871K 0.33%
5,351
+510
67
$870K 0.33%
1,918
-178
68
$832K 0.31%
33,941
+7,331
69
$816K 0.31%
8,244
+275
70
$815K 0.31%
2,120
+30
71
$812K 0.31%
31,494
+552
72
$810K 0.3%
5,977
-1,596
73
$803K 0.3%
3,786
-170
74
$792K 0.3%
19,230
+165
75
$783K 0.29%
6,562
-500
1 2
3
4 5