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WCM
Whitener Capital Management Portfolio holdings
AUM
$472M
1-Year Est. Return
32.43%
This Fund
S&P 500
This Quarter
Est. Return
+7.73%
1 Year Est. Return
+32.43%
3 Year Est. Return
+98.5%
5 Year Est. Return
+117.78%
10 Year Est. Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
97.39%
Top 10 Holdings %
Top 10 Hldgs %
33.58%
Holding
454
New
453
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$5.51M |
| 2 |
JPMorgan Chase
JPM
|
+$5.5M |
| 3 |
Apple
AAPL
|
+$5.36M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$4.31M |
| 5 |
Visa
V
|
+$3.49M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 18.5% |
| 2 | Healthcare | 11.24% |
| 3 | Consumer Staples | 11% |
| 4 | Communication Services | 9.78% |
| 5 | Industrials | 9.24% |
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Whitener Capital Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Whitener Capital Management, which disclosed 454 positions worth $116M. Its ten largest holdings account for 34% of the portfolio.
Its largest position is Amazon: 100,080 shares worth $5.85M.
By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Healthcare and Consumer Staples.
- Whitener Capital Management's largest Q4 2017 buy was Amazon: 100,080 shares worth $5.85M.
- Whitener Capital Management's ten largest holdings make up 34% of its $116M portfolio in Q4 2017.
- Whitener Capital Management disclosed 454 positions in Q4 2017, its first 13F filing on record.
Based on Whitener Capital Management's 13F filing for Q4 2017, filed 23 Apr 2018.