WCM
Whitener Capital Management Portfolio holdings
AUM
$378M
1-Year Return
20.22%
This Quarter Return
+13.18%
1 Year Return
+20.22%
3 Year Return
+82.38%
5 Year Return
+132.03%
10 Year Return
–
AUM
$153M
AUM Growth
+$17.3M
(+13%)
Cap. Flow
+$790K
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
34.6%
Holding
529
New
58
Increased
106
Reduced
77
Closed
30
Top Buys
| 1 |
Goldman Sachs
GS
|
$969K |
| 2 |
Linde
LIN
|
$661K |
| 3 |
Walmart
WMT
|
$539K |
| 4 |
Netflix
NFLX
|
$475K |
| 5 |
Verizon
VZ
|
$453K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.39M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$918K |
| 3 |
Meta Platforms (Facebook)
META
|
$906K |
| 4 |
Kraft Heinz
KHC
|
$778K |
| 5 |
Amgen
AMGN
|
$350K |
Sector Composition
| 1 | Financials | 17.63% |
| 2 | Healthcare | 11.75% |
| 3 | Technology | 11.25% |
| 4 | Consumer Staples | 10.56% |
| 5 | Consumer Discretionary | 9.53% |
