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
$276M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$697K
3
+$482K
4
MO icon
Altria Group
MO
+$416K
5
DE icon
Deere & Co
DE
+$386K

Top Sells

1
+$393K
2
+$361K
3
+$333K
4
ALB icon
Albemarle
ALB
+$283K
5
WMT icon
Walmart
WMT
+$273K

Sector Composition

1 Technology 18.76%
2 Financials 17.35%
3 Consumer Staples 11.11%
4 Industrials 10.52%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,970
152
– –
-3,047
153
– –
-3,565
154
– –
-6,986
3 4 5 6
7