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
501
$64.9K 0.02%
850
-150
502
$63.6K 0.02%
1,020
503
$63.4K 0.02%
1,396
504
$63.2K 0.02%
660
505
$62.9K 0.02%
1,438
-878
506
$62.7K 0.02%
1,150
507
$62.4K 0.02%
+1,736
508
$61.7K 0.02%
328
509
$61.6K 0.02%
476
510
$61.4K 0.02%
800
511
$61.2K 0.02%
4,350
512
$61.1K 0.02%
1,300
513
$60.2K 0.02%
398
514
$59.9K 0.02%
726
515
$59.5K 0.02%
1,860
-1,600
516
$59.2K 0.02%
1,130
517
$58.5K 0.02%
900
-100
518
$57.6K 0.02%
2,245
-494
519
$57.4K 0.02%
3,600
-1,136
520
$57.3K 0.02%
1,312
521
$57.2K 0.02%
918
-136
522
$56.7K 0.02%
900
523
$56.7K 0.02%
796
524
$56.5K 0.02%
2,200
+200
525
$56.3K 0.02%
7,946
19 20
21
22 23