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
401
$88K 0.03%
+1,282
402
$87K 0.03%
+1,575
403
$87K 0.03%
+6,625
404
$87K 0.03%
+587
405
$86K 0.03%
+1,121
406
$86K 0.03%
+1,544
407
$86K 0.03%
+3,071
408
$85K 0.03%
+6,028
409
$85K 0.03%
+4,298
410
$85K 0.03%
+3,540
411
$85K 0.03%
+1,584
412
$84K 0.03%
+2,041
413
$84K 0.03%
+2,248
414
$84K 0.03%
+2,520
415
$84K 0.03%
+762
416
$83K 0.03%
+1,200
417
$83K 0.03%
+9,200
418
$83K 0.03%
+3,885
419
$82K 0.03%
+1,235
420
$82K 0.03%
+1,476
421
$82K 0.03%
+5,950
422
$82K 0.03%
+2,200
423
$82K 0.03%
+1,642
424
$81K 0.03%
+4,000
425
$81K 0.03%
+6,617
15 16
17
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