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
651
$29.6K 0.01%
400
652
$29.5K 0.01%
546
+230
653
$29.5K 0.01%
226
+2
654
$29.3K 0.01%
2,000
655
$28.8K 0.01%
856
656
$28.7K 0.01%
379
+37
657
$28.6K 0.01%
750
658
$28.6K 0.01%
1,057
-110
659
$28.5K 0.01%
472
660
$28.4K 0.01%
480
661
$28.2K 0.01%
1,200
662
$27.9K 0.01%
1,164
663
$27.8K 0.01%
904
+404
664
$27.8K 0.01%
560
665
$27.7K 0.01%
1,140
666
$27.6K 0.01%
437
-336
667
$27.2K 0.01%
488
668
$27.2K 0.01%
628
669
$27K 0.01%
3,889
-1,477
670
$27K 0.01%
300
671
$26.5K 0.01%
154
-2,710
672
$26.4K 0.01%
218
-20
673
$26.4K 0.01%
646
+146
674
$26.4K 0.01%
740
675
$25.8K 0.01%
2,079
25 26
27
28 29