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
$131M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$713K
3
+$645K
4
XOM icon
Exxon Mobil
XOM
+$605K
5
MSFT icon
Microsoft
MSFT
+$602K

Top Sells

1
+$567K
2
+$297K
3
+$203K
4
PX
Praxair Inc
PX
+$168K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$159K

Sector Composition

1 Financials 18.29%
2 Healthcare 11.03%
3 Consumer Staples 10.25%
4 Technology 10.15%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$168K 0.13%
3,443
+2,928
127
$168K 0.13%
11,630
128
$164K 0.13%
895
+50
129
$163K 0.12%
1,092
+114
130
$162K 0.12%
1,090
131
$162K 0.12%
6,527
-1,753
132
$162K 0.12%
2,340
+2,000
133
$162K 0.12%
480
+200
134
$147K 0.11%
7,950
135
$141K 0.11%
12,560
136
$141K 0.11%
2,846
137
$138K 0.11%
2,950
+500
138
$135K 0.1%
4,530
+2,325
139
$132K 0.1%
2,564
140
$126K 0.1%
2,402
+510
141
$125K 0.1%
1,110
+35
142
$116K 0.09%
12,952
143
$113K 0.09%
7,360
-600
144
$105K 0.08%
4,964
145
$99K 0.08%
3,595
-300
146
$98K 0.08%
410
147
$95K 0.07%
1,300
148
$94K 0.07%
1,445
149
$92K 0.07%
2,090
-210
150
$92K 0.07%
1,851
4 5
6
7 8