WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
This Quarter Return
+11.31%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+8.2%)
Cap. Flow
-$1.21M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
38.81%
Holding
144
New
9
Increased
57
Reduced
60
Closed
8
Top Buys
| 1 |
Chevron
CVX
|
$804K |
| 2 |
JPMorgan Chase
JPM
|
$493K |
| 3 |
McDonald's
MCD
|
$470K |
| 4 |
Honeywell
HON
|
$390K |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$249K |
Top Sells
| 1 |
JHMT
John Hancock Multifactor Technology ETF
JHMT
|
$832K |
| 2 |
Apple
AAPL
|
$558K |
| 3 |
Amazon
AMZN
|
$510K |
| 4 |
NVIDIA
NVDA
|
$459K |
| 5 |
ABMD
Abiomed Inc
ABMD
|
$415K |
Sector Composition
| 1 | Financials | 16.81% |
| 2 | Technology | 14.47% |
| 3 | Healthcare | 13.27% |
| 4 | Consumer Staples | 13.08% |
| 5 | Industrials | 11.26% |
