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
$135M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$918K
3
+$477K
4
GS icon
Goldman Sachs
GS
+$464K
5
AMGN icon
Amgen
AMGN
+$391K

Top Sells

1
+$758K
2
+$501K
3
+$418K
4
COL
Rockwell Collins
COL
+$346K
5
MLM icon
Martin Marietta Materials
MLM
+$290K

Sector Composition

1 Financials 18.29%
2 Healthcare 12.6%
3 Technology 11.17%
4 Consumer Staples 10.97%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$95K 0.07%
2,048
152
$94K 0.07%
540
-575
153
$93K 0.07%
775
+575
154
$89K 0.07%
4,420
-120
155
$88K 0.06%
1,190
156
$88K 0.06%
1,050
-120
157
$86K 0.06%
2,000
+834
158
$86K 0.06%
9,180
+280
159
$85K 0.06%
620
160
$83K 0.06%
3,495
161
$79K 0.06%
805
-15
162
$78K 0.06%
1,200
163
$78K 0.06%
1,808
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164
$77K 0.06%
790
165
$75K 0.06%
1,883
+300
166
$74K 0.05%
1,699
+164
167
$74K 0.05%
742
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168
$74K 0.05%
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169
$66K 0.05%
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170
$66K 0.05%
1,300
171
$64K 0.05%
408
172
$63K 0.05%
550
173
$63K 0.05%
+4,775
174
$62K 0.05%
591
175
$62K 0.05%
479
5 6
7
8 9