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
676
$22K 0.01%
+800
677
$22K 0.01%
+750
678
$22K 0.01%
+700
679
$22K 0.01%
+2,215
680
$21K 0.01%
+1,268
681
$21K 0.01%
+810
682
$21K 0.01%
+664
683
$21K 0.01%
+300
684
$21K 0.01%
+245
685
$21K 0.01%
+400
686
$21K 0.01%
+121
687
$21K 0.01%
+528
688
$21K 0.01%
+700
689
$21K 0.01%
+626
690
$21K 0.01%
+1,035
691
$21K 0.01%
+717
692
$21K 0.01%
+1,189
693
$21K 0.01%
+330
694
$21K 0.01%
+390
695
$21K 0.01%
+190
696
$20K 0.01%
+700
697
$20K 0.01%
+630
698
$20K 0.01%
+440
699
$20K 0.01%
+153
700
$20K 0.01%
+500
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29 30