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
626
$33K 0.01%
500
627
$33K 0.01%
830
628
$33K 0.01%
2,932
+62
629
$33K 0.01%
3,250
630
$32.9K 0.01%
400
631
$32.5K 0.01%
298
-100
632
$32.3K 0.01%
1,159
633
$32.1K 0.01%
392
+8
634
$32.1K 0.01%
558
635
$31.8K 0.01%
500
636
$31.8K 0.01%
576
637
$31.3K 0.01%
1,018
638
$31.1K 0.01%
828
-1,064
639
$31.1K 0.01%
368
640
$31K 0.01%
654
-150
641
$30.7K 0.01%
766
642
$30.4K 0.01%
600
643
$30.3K 0.01%
+500
644
$30.3K 0.01%
540
-40
645
$30.2K 0.01%
5,250
-14,000
646
$30.1K 0.01%
1,536
+258
647
$30K 0.01%
914
648
$30K 0.01%
1,584
-1,542
649
$29.7K 0.01%
2,105
650
$29.6K 0.01%
1,700
24 25
26
27 28