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
$353M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,343
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$829K
5
CNC icon
Centene
CNC
+$739K

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.93M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$1.76M

Sector Composition

1 Healthcare 14.82%
2 Technology 13.94%
3 Energy 10.23%
4 Industrials 10.12%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$97.5K 0.03%
1,838
427
$97.4K 0.03%
966
+14
428
$96.9K 0.03%
1,050
429
$96.7K 0.03%
8,700
430
$95.8K 0.03%
3,926
431
$95.3K 0.03%
4,068
+8
432
$95.1K 0.03%
782
-250
433
$94.4K 0.03%
828
434
$94.3K 0.03%
13,343
-84,135
435
$94.3K 0.03%
4,456
+6
436
$94.2K 0.03%
1,786
+1,726
437
$93.4K 0.03%
4,050
438
$92K 0.03%
2,000
439
$91.6K 0.03%
2,200
440
$89.6K 0.03%
4,406
441
$89.5K 0.03%
474
+24
442
$89.2K 0.03%
2,320
443
$88.3K 0.03%
5,090
-25,669
444
$87.9K 0.02%
710
445
$87.7K 0.02%
904
446
$87.5K 0.02%
2,840
447
$87.4K 0.02%
5,600
448
$85.9K 0.02%
6,256
+1,450
449
$85.7K 0.02%
1,300
-500
450
$85K 0.02%
2,418
16 17
18
19 20