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
101
$427K 0.16%
1,191
+222
102
$418K 0.16%
2,816
103
$406K 0.15%
10,730
-250
104
$405K 0.15%
4,900
+70
105
$398K 0.15%
4,610
+3
106
$388K 0.15%
6,662
107
$387K 0.15%
3,350
-13,036
108
$385K 0.14%
2,060
-90
109
$381K 0.14%
7,690
-70
110
$362K 0.14%
26,700
+3,350
111
$340K 0.13%
20,021
-783
112
$337K 0.13%
9,900
+300
113
$336K 0.13%
6,300
-1,000
114
$315K 0.12%
698
-10
115
$315K 0.12%
3,967
116
$301K 0.11%
5,767
+100
117
$300K 0.11%
14,240
118
$297K 0.11%
6,967
-288
119
$281K 0.11%
21,600
-340
120
$272K 0.1%
12,940
121
$268K 0.1%
7,698
+137
122
$266K 0.1%
5,787
+185
123
$262K 0.1%
1,145
+160
124
$260K 0.1%
19,100
-2,500
125
$259K 0.1%
+339
2 3 4
5
6