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
201
$45K 0.03%
867
+1
202
$45K 0.03%
782
203
$45K 0.03%
750
204
$44K 0.03%
313
+1
205
$44K 0.03%
1,000
206
$43K 0.03%
536
207
$40K 0.03%
445
+1
208
$40K 0.03%
255
+2
209
$40K 0.03%
1,592
-400
210
$40K 0.03%
651
+1
211
$40K 0.03%
1,670
+1,100
212
$39K 0.03%
2,878
213
$39K 0.03%
2,200
214
$39K 0.03%
300
215
$39K 0.03%
700
+250
216
$39K 0.03%
3,200
-470
217
$36K 0.03%
850
218
$35K 0.03%
179
219
$35K 0.03%
+1,000
220
$34K 0.03%
+2,000
221
$34K 0.03%
+1,561
222
$34K 0.03%
418
223
$33K 0.02%
1,056
-360
224
$33K 0.02%
759
225
$32K 0.02%
495
+106
7 8
9
10 11