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
101
$294K 0.15%
5,000
102
$285K 0.15%
13,089
+99
103
$285K 0.15%
1,650
+100
104
$278K 0.14%
1,350
+25
105
$278K 0.14%
11,019
-655
106
$275K 0.14%
893
-50
107
$274K 0.14%
+2,455
108
$273K 0.14%
+8,789
109
$256K 0.13%
4,645
110
$248K 0.13%
+3,458
111
$245K 0.13%
+4,057
112
$244K 0.13%
10,300
113
$242K 0.13%
10,810
+565
114
$241K 0.13%
+1,770
115
$237K 0.12%
+3,794
116
$236K 0.12%
+18,664
117
$226K 0.12%
29,000
-882
118
$226K 0.12%
12,740
+80
119
$214K 0.11%
5,467
-2,054
120
$210K 0.11%
+5,440
121
$209K 0.11%
+5,668
122
$209K 0.11%
+9,000
123
$207K 0.11%
6,823
-2,773
124
$206K 0.11%
+9,480
125
$206K 0.11%
+1,672
2 3 4
5
6