WEC
Winslow Evans & Crocker Portfolio holdings
AUM
$528M
1-Year Return
31.01%
This Quarter Return
+9.74%
1 Year Return
+31.01%
3 Year Return
+76.35%
5 Year Return
+147.56%
10 Year Return
–
AUM
$293M
AUM Growth
–
Cap. Flow
+$292M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
16.82%
Holding
1,427
New
1,423
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
+$8.89M |
| 2 |
Mastercard
MA
|
+$6.13M |
| 3 |
Enterprise Products Partners
EPD
|
+$4.95M |
| 4 |
Oracle
ORCL
|
+$4.72M |
| 5 |
AGN
Allergan plc
AGN
|
+$4.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 14.51% |
| 2 | Industrials | 11.92% |
| 3 | Technology | 10.8% |
| 4 | Healthcare | 9.82% |
| 5 | Financials | 9.59% |
