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
176
$61K 0.04%
1,666
-25
177
$61K 0.04%
2,325
-300
178
$61K 0.04%
1,050
179
$60K 0.04%
810
180
$59K 0.04%
2,937
181
$58K 0.04%
1,000
182
$58K 0.04%
474
+158
183
$58K 0.04%
1,620
-630
184
$57K 0.04%
1,657
-3,505
185
$55K 0.04%
1,000
186
$54K 0.04%
232
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187
$54K 0.04%
875
188
$53K 0.04%
485
189
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1,000
190
$52K 0.04%
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191
$52K 0.04%
900
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192
$49K 0.04%
900
193
$49K 0.04%
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194
$48K 0.04%
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195
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196
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197
$47K 0.03%
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198
$46K 0.03%
5,200
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199
$46K 0.03%
390
200
$46K 0.03%
540
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