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
526
$56.1K 0.02%
800
527
$55.8K 0.02%
1,400
528
$55.8K 0.02%
876
+476
529
$55.6K 0.02%
1,370
-876
530
$55.5K 0.02%
1,708
-95
531
$54.7K 0.02%
4,950
+2,000
532
$54.6K 0.02%
1,100
533
$54.4K 0.02%
1,751
+1,431
534
$53.8K 0.02%
3,744
535
$53.8K 0.02%
1,300
536
$52.8K 0.01%
2,722
537
$52.8K 0.01%
968
538
$52.6K 0.01%
1,200
539
$52.6K 0.01%
826
540
$52.5K 0.01%
2,000
-73,376
541
$51.9K 0.01%
504
+142
542
$51.6K 0.01%
1,026
543
$51.4K 0.01%
3,526
544
$50.3K 0.01%
3,270
545
$50K 0.01%
705
546
$49.6K 0.01%
500
547
$49.3K 0.01%
650
548
$49.2K 0.01%
+1,000
549
$48.3K 0.01%
1,916
+219
550
$48.2K 0.01%
174
20 21
22
23 24