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
126
$204K 0.11%
+2,150
127
$158K 0.08%
+10,600
128
$149K 0.08%
19,091
+140
129
$127K 0.07%
11,370
130
$116K 0.06%
3,425
+2
131
$78K 0.04%
10,990
+200
132
– –
-8,685
133
– –
-8,000
2 3 4 5
6