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
551
$38K 0.01%
366
552
$38K 0.01%
1,650
+896
553
$38K 0.01%
+766
554
$38K 0.01%
1,466
555
$36K 0.01%
236
-64
556
$36K 0.01%
830
-300
557
$36K 0.01%
700
558
$36K 0.01%
2,300
+1,500
559
$36K 0.01%
+782
560
$36K 0.01%
3,500
561
$36K 0.01%
937
562
$36K 0.01%
139
-9
563
$36K 0.01%
376
564
$36K 0.01%
330
565
$36K 0.01%
1,034
+34
566
$36K 0.01%
+800
567
$34K 0.01%
294
568
$34K 0.01%
2,276
569
$34K 0.01%
866
570
$34K 0.01%
846
571
$34K 0.01%
1,836
-164
572
$34K 0.01%
5,000
573
$34K 0.01%
1
574
$34K 0.01%
2,264
575
$34K 0.01%
1,100
-220
21 22
23
24 25