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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.42M
3
+$1.27M
4
JPM icon
JPMorgan Chase
JPM
+$848K
5
T icon
AT&T
T
+$813K

Top Sells

1
+$704K
2
+$500K
3
+$467K
4
AKAM icon
Akamai
AKAM
+$457K
5
STE icon
Steris
STE
+$451K

Sector Composition

1 Technology 22.29%
2 Healthcare 13.57%
3 Financials 12.77%
4 Consumer Discretionary 8.62%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$42K 0.01%
488
-120
527
$42K 0.01%
926
+350
528
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408
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529
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530
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344
531
$42K 0.01%
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532
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334
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534
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530
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536
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537
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538
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539
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543
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276
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550
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