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
551
$48.2K 0.01%
2,000
552
$47.8K 0.01%
2,300
553
$47.7K 0.01%
1,144
554
$47.5K 0.01%
438
555
$47.5K 0.01%
1,000
556
$47.2K 0.01%
200
-10
557
$46.8K 0.01%
1,428
558
$46.8K 0.01%
2,010
559
$46.7K 0.01%
1,080
560
$46.6K 0.01%
+4,000
561
$46.5K 0.01%
714
-1,234
562
$46.1K 0.01%
2,732
563
$46K 0.01%
1,800
564
$45.6K 0.01%
1,132
-150
565
$45.1K 0.01%
224
566
$44.6K 0.01%
2,470
-1,108
567
$44.5K 0.01%
3,206
568
$44.5K 0.01%
1,800
569
$44.4K 0.01%
818
570
$44K 0.01%
3,102
571
$43.7K 0.01%
518
572
$42.8K 0.01%
488
+406
573
$42.5K 0.01%
880
574
$42.4K 0.01%
742
-244
575
$41.8K 0.01%
748
21 22
23
24 25