WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 31.01%
This Quarter Est. Return
1 Year Est. Return
+31.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.13M
3
+$4.95M
4
ORCL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$209K 0.07%
+5,253
277
$205K 0.07%
+6,300
278
$204K 0.07%
+2,715
279
$203K 0.07%
+7,500
280
$203K 0.07%
+3,500
281
$197K 0.07%
+5,485
282
$195K 0.07%
+5,353
283
$195K 0.07%
+9,770
284
$194K 0.07%
+2,083
285
$191K 0.07%
+7,950
286
$186K 0.06%
+6,016
287
$185K 0.06%
+2,755
288
$184K 0.06%
+2,665
289
$184K 0.06%
+1,417
290
$174K 0.06%
+3,621
291
$173K 0.06%
+7,750
292
$172K 0.06%
+5,209
293
$172K 0.06%
+2,858
294
$171K 0.06%
+3,663
295
$170K 0.06%
+2,275
296
$170K 0.06%
+5,195
297
$169K 0.06%
+3,377
298
$169K 0.06%
+28,448
299
$166K 0.06%
+5,154
300
$166K 0.06%
+10,873
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