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
326
$134K 0.05%
+6,182
327
$133K 0.05%
+3,134
328
$132K 0.05%
+4,418
329
$132K 0.05%
+1,655
330
$131K 0.04%
+9,780
331
$131K 0.04%
+3,158
332
$130K 0.04%
+4,019
333
$130K 0.04%
+1,588
334
$130K 0.04%
+1,450
335
$130K 0.04%
+1,116
336
$129K 0.04%
+7,860
337
$129K 0.04%
+9,850
338
$128K 0.04%
+2,145
339
$127K 0.04%
+5,401
340
$127K 0.04%
+5,229
341
$127K 0.04%
+5,019
342
$127K 0.04%
+1,301
343
$127K 0.04%
+4,584
344
$123K 0.04%
+4,904
345
$122K 0.04%
+9,240
346
$121K 0.04%
+4,626
347
$120K 0.04%
+2,315
348
$120K 0.04%
+3,230
349
$120K 0.04%
+2,238
350
$119K 0.04%
+1,300
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