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
151
$89K 0.07%
1,310
+500
152
$88K 0.07%
1,225
153
$85K 0.07%
551
154
$85K 0.07%
1,130
-550
155
$82K 0.06%
2,066
-100
156
$81K 0.06%
4,300
+200
157
$81K 0.06%
4,284
-1,076
158
$79K 0.06%
790
159
$79K 0.06%
5,830
160
$76K 0.06%
1,050
161
$75K 0.06%
+1,000
162
$75K 0.06%
620
+500
163
$72K 0.06%
575
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164
$72K 0.06%
2,937
165
$71K 0.05%
708
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166
$68K 0.05%
1,522
167
$68K 0.05%
625
-50
168
$68K 0.05%
1,335
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169
$67K 0.05%
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170
$67K 0.05%
1,583
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171
$65K 0.05%
479
172
$63K 0.05%
+591
173
$63K 0.05%
1,070
+800
174
$63K 0.05%
+597
175
$61K 0.05%
900
+500
5 6
7
8 9