WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
-12.87%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$135M
AUM Growth
-$16.6M
(-11%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
3.84%
Top 10 Holdings %
Top 10 Hldgs %
34.64%
Holding
498
New
18
Increased
108
Reduced
87
Closed
30
Top Buys
| 1 |
Microsoft
MSFT
|
$1.28M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$918K |
| 3 |
Apple
AAPL
|
$477K |
| 4 |
Goldman Sachs
GS
|
$464K |
| 5 |
Amgen
AMGN
|
$391K |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$758K |
| 2 |
Meta Platforms (Facebook)
META
|
$501K |
| 3 |
Amazon
AMZN
|
$418K |
| 4 |
COL
Rockwell Collins
COL
|
$346K |
| 5 |
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% |
