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
$293M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,427
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$6.13M
3
+$4.95M
4
ORCL icon
Oracle
ORCL
+$4.72M
5
AGN
Allergan plc
AGN
+$4.6M

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%
+2,923
652
$24K 0.01%
+600
653
$24K 0.01%
+1,000
654
$23K 0.01%
+840
655
$23K 0.01%
+325
656
$23K 0.01%
+1,790
657
$23K 0.01%
+1,200
658
$23K 0.01%
+353
659
$23K 0.01%
+504
660
$23K 0.01%
+1,000
661
$23K 0.01%
+454
662
$23K 0.01%
+1,926
663
$23K 0.01%
+1,300
664
$23K 0.01%
+33
665
$23K 0.01%
+4
666
$23K 0.01%
+650
667
$23K 0.01%
+510
668
$22K 0.01%
+7,434
669
$22K 0.01%
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670
$22K 0.01%
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671
$22K 0.01%
+634
672
$22K 0.01%
+582
673
$22K 0.01%
+521
674
$22K 0.01%
+800
675
$22K 0.01%
+500
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