WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
-3.71%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$266M
AUM Growth
-$13.5M
(-4.8%)
Cap. Flow
+$1.46M
Cap. Flow
% of AUM
0.55%
Top 10 Holdings %
Top 10 Hldgs %
41.77%
Holding
150
New
4
Increased
77
Reduced
53
Closed
6
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$947K |
| 2 |
Deere & Co
DE
|
$646K |
| 3 |
Coinbase
COIN
|
$498K |
| 4 |
McDonald's
MCD
|
$495K |
| 5 |
Visa
V
|
$450K |
Top Sells
| 1 |
Apple
AAPL
|
$1.52M |
| 2 |
PayPal
PYPL
|
$1.51M |
| 3 |
Lam Research
LRCX
|
$361K |
| 4 |
VMW
VMware, Inc
VMW
|
$297K |
| 5 |
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% |
