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
476
$74.8K 0.02%
1,104
-150
477
$74.4K 0.02%
1,450
478
$74.1K 0.02%
+4,060
479
$74.1K 0.02%
1,706
+220
480
$74K 0.02%
800
481
$73.6K 0.02%
2,196
-4
482
$73K 0.02%
+1,360
483
$72.2K 0.02%
420
+100
484
$70.7K 0.02%
6,256
485
$70.7K 0.02%
+1,000
486
$70.6K 0.02%
2,000
487
$70.6K 0.02%
16,704
+6,264
488
$70.3K 0.02%
1,504
489
$70.2K 0.02%
1,320
490
$69.8K 0.02%
1,290
+576
491
$68.8K 0.02%
630
492
$68.6K 0.02%
1,472
-4,872
493
$68.5K 0.02%
3,022
-438
494
$67.9K 0.02%
8,994
495
$66.6K 0.02%
976
+470
496
$66.3K 0.02%
1,124
497
$66K 0.02%
1,006
-54
498
$66K 0.02%
7,484
499
$65.8K 0.02%
1,330
500
$65.3K 0.02%
2,200
-150
18 19
20
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