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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.42M
3
+$1.27M
4
JPM icon
JPMorgan Chase
JPM
+$848K
5
T icon
AT&T
T
+$813K

Top Sells

1
+$704K
2
+$500K
3
+$467K
4
AKAM icon
Akamai
AKAM
+$457K
5
STE icon
Steris
STE
+$451K

Sector Composition

1 Technology 22.29%
2 Healthcare 13.57%
3 Financials 12.77%
4 Consumer Discretionary 8.62%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$98K 0.03%
1,536
-134
402
$98K 0.03%
2,082
-400
403
$96K 0.02%
+3,650
404
$96K 0.02%
252
405
$96K 0.02%
3,854
-300
406
$94K 0.02%
3,660
-170
407
$94K 0.02%
1,980
408
$94K 0.02%
2,000
409
$90K 0.02%
2,000
410
$88K 0.02%
1,226
411
$88K 0.02%
1,396
412
$88K 0.02%
1,456
413
$88K 0.02%
3,800
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414
$86K 0.02%
1,452
-372
415
$86K 0.02%
562
-244
416
$86K 0.02%
2,850
417
$84K 0.02%
10,310
418
$84K 0.02%
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419
$84K 0.02%
2,738
-204
420
$82K 0.02%
2,100
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421
$82K 0.02%
950
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422
$82K 0.02%
988
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423
$80K 0.02%
656
-40
424
$80K 0.02%
2,426
425
$80K 0.02%
140
+20
15 16
17
18 19