WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.51%
2 Industrials 12.05%
3 Technology 10.67%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$24K 0.01%
+291
652
$24K 0.01%
+650
653
$24K 0.01%
+2,923
654
$23K 0.01%
+325
655
$23K 0.01%
+1,790
656
$23K 0.01%
+1,200
657
$23K 0.01%
+353
658
$23K 0.01%
+504
659
$23K 0.01%
+1,000
660
$23K 0.01%
+454
661
$23K 0.01%
+1,926
662
$23K 0.01%
+1,300
663
$23K 0.01%
+33
664
$23K 0.01%
+650
665
$23K 0.01%
+840
666
$23K 0.01%
+510
667
$23K 0.01%
+4
668
$22K 0.01%
+7,434
669
$22K 0.01%
+992
670
$22K 0.01%
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671
$22K 0.01%
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672
$22K 0.01%
+700
673
$22K 0.01%
+582
674
$22K 0.01%
+521
675
$22K 0.01%
+800
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