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
376
$96K 0.03%
+5,112
377
$96K 0.03%
+2,191
378
$96K 0.03%
+3,222
379
$95K 0.03%
+2,146
380
$95K 0.03%
+1,267
381
$95K 0.03%
+518
382
$94K 0.03%
+1,449
383
$94K 0.03%
+4,800
384
$94K 0.03%
+1,847
385
$93K 0.03%
+1,329
386
$93K 0.03%
+1,004
387
$93K 0.03%
+1,068
388
$93K 0.03%
+1,925
389
$92K 0.03%
+1,990
390
$91K 0.03%
+5,213
391
$91K 0.03%
+2,657
392
$91K 0.03%
+1,730
393
$90K 0.03%
+1,100
394
$90K 0.03%
+285
395
$90K 0.03%
+4,576
396
$90K 0.03%
+2,318
397
$90K 0.03%
+4,059
398
$89K 0.03%
+3,000
399
$89K 0.03%
+3,208
400
$88K 0.03%
+3,553
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