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
451
$72K 0.02%
+1,000
452
$72K 0.02%
+3,450
453
$72K 0.02%
+1,715
454
$72K 0.02%
+646
455
$72K 0.02%
+2,375
456
$71K 0.02%
+1,240
457
$70K 0.02%
+2,975
458
$70K 0.02%
+546
459
$70K 0.02%
+1,400
460
$69K 0.02%
+8,994
461
$69K 0.02%
+717
462
$69K 0.02%
+243
463
$68K 0.02%
+2,662
464
$68K 0.02%
+2,440
465
$68K 0.02%
+1,300
466
$68K 0.02%
+1,454
467
$68K 0.02%
+2,295
468
$66K 0.02%
+79
469
$65K 0.02%
+2,000
470
$65K 0.02%
+4,900
471
$65K 0.02%
+2,000
472
$64K 0.02%
+5,290
473
$64K 0.02%
+1,995
474
$64K 0.02%
+5,805
475
$63K 0.02%
+2,505
17 18
19
20 21