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
476
$63K 0.02%
+1,413
477
$63K 0.02%
+2,010
478
$63K 0.02%
+2,505
479
$62K 0.02%
+2,957
480
$61K 0.02%
+1,050
481
$61K 0.02%
+1,200
482
$61K 0.02%
+2,325
483
$60K 0.02%
+1,487
484
$59K 0.02%
+328
485
$58K 0.02%
+5,000
486
$58K 0.02%
+1,086
487
$58K 0.02%
+1,103
488
$58K 0.02%
+1,140
489
$58K 0.02%
+1,395
490
$58K 0.02%
+800
491
$57K 0.02%
+651
492
$57K 0.02%
+800
493
$57K 0.02%
+630
494
$56K 0.02%
+587
495
$56K 0.02%
+2,280
496
$55K 0.02%
+521
497
$55K 0.02%
+1,106
498
$55K 0.02%
+1,005
499
$55K 0.02%
+2,935
500
$55K 0.02%
+205
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