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
576
$41.3K 0.01%
930
577
$41.3K 0.01%
1,250
578
$41.2K 0.01%
1,076
+500
579
$41.1K 0.01%
1,300
580
$41K 0.01%
826
-100
581
$40.8K 0.01%
830
582
$40.6K 0.01%
292
583
$40.4K 0.01%
310
584
$40.3K 0.01%
2,500
585
$40.2K 0.01%
+2,000
586
$40.2K 0.01%
500
587
$40.2K 0.01%
1,052
-68
588
$39.8K 0.01%
1,200
-810
589
$39.7K 0.01%
2,000
590
$39.4K 0.01%
722
-22
591
$39.3K 0.01%
698
592
$39.1K 0.01%
600
-126
593
$38.9K 0.01%
1,276
-150
594
$38.9K 0.01%
1,140
595
$38.8K 0.01%
1,080
596
$38K 0.01%
2,500
+300
597
$38K 0.01%
400
598
$37.7K 0.01%
1,406
599
$37.6K 0.01%
1,032
600
$37.5K 0.01%
700
22 23
24
25 26