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
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.13M
3
+$4.95M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
AGN
Allergan plc
AGN
+$4.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.51%
2 Industrials 11.92%
3 Technology 10.8%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$35K 0.01%
+725
577
$34K 0.01%
+290
578
$34K 0.01%
+725
579
$34K 0.01%
+546
580
$34K 0.01%
+385
581
$34K 0.01%
+218
582
$34K 0.01%
+692
583
$33K 0.01%
+2,550
584
$33K 0.01%
+347
585
$33K 0.01%
+460
586
$33K 0.01%
+1,458
587
$33K 0.01%
+1,000
588
$32K 0.01%
+2,000
589
$32K 0.01%
+1,342
590
$32K 0.01%
+866
591
$32K 0.01%
+705
592
$32K 0.01%
+500
593
$32K 0.01%
+2,000
594
$31K 0.01%
+785
595
$31K 0.01%
+1,752
596
$31K 0.01%
+1,145
597
$31K 0.01%
+3,400
598
$31K 0.01%
+455
599
$31K 0.01%
+796
600
$31K 0.01%
+771
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