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
176
$60K 0.05%
1,200
-400
177
$60K 0.05%
1,146
+46
178
$60K 0.05%
1,200
179
$60K 0.05%
1,890
-1,020
180
$59K 0.05%
408
181
$58K 0.04%
5,620
+1,800
182
$58K 0.04%
485
183
$57K 0.04%
+2,245
184
$57K 0.04%
760
+268
185
$57K 0.04%
900
+580
186
$55K 0.04%
3,400
187
$55K 0.04%
1,012
188
$55K 0.04%
4,100
189
$54K 0.04%
+680
190
$54K 0.04%
782
191
$54K 0.04%
390
192
$53K 0.04%
1,680
193
$52K 0.04%
1,000
194
$51K 0.04%
2,928
+1,928
195
$49K 0.04%
724
196
$49K 0.04%
3,670
-600
197
$48K 0.04%
865
198
$46K 0.04%
2,633
+304
199
$46K 0.04%
536
200
$46K 0.04%
+3,000
6 7
8
9 10