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
601
$37.2K 0.01%
650
+300
602
$37.2K 0.01%
890
603
$37K 0.01%
2,436
604
$36.8K 0.01%
1,250
605
$36.5K 0.01%
1,446
-600
606
$36.4K 0.01%
1,425
-278
607
$36K 0.01%
1,224
608
$35.8K 0.01%
440
609
$35.8K 0.01%
508
+308
610
$35.6K 0.01%
1,450
611
$35.6K 0.01%
575
-541
612
$35.2K 0.01%
3,000
+1,000
613
$35.1K 0.01%
250
614
$34.8K 0.01%
1,150
615
$34.8K 0.01%
960
-10
616
– –
0
617
$34.7K 0.01%
3,000
+2,000
618
$34.4K 0.01%
12
-18
619
$34.4K 0.01%
1,000
620
$34.3K 0.01%
360
621
$33.3K 0.01%
344
622
$33.2K 0.01%
3,000
-1,000
623
$33.2K 0.01%
1,076
624
$33.1K 0.01%
786
-393
625
$33.1K 0.01%
1,946
23 24
25
26 27