WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.51%
2 Industrials 12.05%
3 Technology 10.67%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$80K 0.03%
+8,938
427
$80K 0.03%
+1,250
428
$80K 0.03%
+1,741
429
$80K 0.03%
+1,462
430
$80K 0.03%
+925
431
$80K 0.03%
+1,500
432
$80K 0.03%
+7,990
433
$80K 0.03%
+580
434
$79K 0.03%
+2,358
435
$79K 0.03%
+991
436
$79K 0.03%
+1,050
437
$79K 0.03%
+878
438
$77K 0.03%
+4,406
439
$77K 0.03%
+3,596
440
$77K 0.03%
+2,500
441
$76K 0.03%
+1,775
442
$76K 0.03%
+1,935
443
$75K 0.03%
+903
444
$75K 0.03%
+6,255
445
$74K 0.03%
+1,476
446
$73K 0.03%
+5,000
447
$73K 0.03%
+1,134
448
$73K 0.03%
+7,483
449
$73K 0.03%
+1,550
450
$72K 0.02%
+1,205
16 17
18
19 20