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
$155M
AUM Growth
-$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$650K
3
+$506K
4
WMT icon
Walmart
WMT
+$406K
5
JPM icon
JPMorgan Chase
JPM
+$320K

Top Sells

1
+$3.8M
2
+$1.13M
3
+$609K
4
GS icon
Goldman Sachs
GS
+$600K
5
COF icon
Capital One
COF
+$472K

Sector Composition

1 Technology 17.29%
2 Financials 14.59%
3 Consumer Staples 13.29%
4 Healthcare 13.03%
5 Consumer Discretionary 11.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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6