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
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%
+1,454
466
$68K 0.02%
+2,295
467
$68K 0.02%
+1,300
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%
+1,995
473
$64K 0.02%
+5,290
474
$64K 0.02%
+1,935
475
$63K 0.02%
+2,325
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19
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