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
451
$84.6K 0.02%
1,692
+619
452
$84.5K 0.02%
3,476
-1,244
453
$83.6K 0.02%
1,552
454
$83.5K 0.02%
3,440
+3,065
455
$83.3K 0.02%
1,030
-84
456
$83K 0.02%
1,118
457
$82.5K 0.02%
1,926
-274
458
$82.4K 0.02%
6,170
+30
459
$82.3K 0.02%
2,170
460
$82.2K 0.02%
2,910
+418
461
$81K 0.02%
5,457
462
$80.6K 0.02%
1,550
+500
463
$79.9K 0.02%
+1,166
464
$79.8K 0.02%
488
465
$79.2K 0.02%
2,498
466
$78.8K 0.02%
4,008
-1,700
467
$78.6K 0.02%
8,938
468
$77.8K 0.02%
470
469
$76.2K 0.02%
716
+94
470
$76.1K 0.02%
10,196
471
$76.1K 0.02%
4,000
472
$76K 0.02%
4,908
-2,932
473
$75.9K 0.02%
6,618
474
$75.9K 0.02%
2,600
475
$75.6K 0.02%
643
+250
17 18
19
20 21