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
$304M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$463K
3
+$455K
4
IBM icon
IBM
IBM
+$418K
5
AMD icon
Advanced Micro Devices
AMD
+$408K

Top Sells

1
+$737K
2
+$683K
3
+$618K
4
MLM icon
Martin Marietta Materials
MLM
+$548K
5
EW icon
Edwards Lifesciences
EW
+$458K

Sector Composition

1 Technology 24.21%
2 Healthcare 15.45%
3 Financials 11.49%
4 Consumer Discretionary 8.75%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$20K 0.01%
340
577
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178
578
$20K 0.01%
659
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579
$20K 0.01%
412
580
$20K 0.01%
500
581
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976
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582
$20K 0.01%
800
583
$20K 0.01%
6,210
584
$20K 0.01%
1,018
585
$18K 0.01%
160
586
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564
-400
587
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110
588
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726
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592
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500
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593
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594
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596
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526
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597
$18K 0.01%
3,130
598
$18K 0.01%
256
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$18K 0.01%
266
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600
$16K 0.01%
1,214
22 23
24
25 26