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
676
$25.7K 0.01%
1,772
677
$25.7K 0.01%
1,744
678
$25.7K 0.01%
412
679
$25.5K 0.01%
370
+140
680
$25.4K 0.01%
956
681
$25.3K 0.01%
954
682
$25.3K 0.01%
1,926
+526
683
$25K 0.01%
290
+50
684
$24.9K 0.01%
1,000
685
$24.6K 0.01%
1,000
686
$24.6K 0.01%
300
-14
687
$24.6K 0.01%
410
688
$24.4K 0.01%
1,194
-360
689
$24.3K 0.01%
440
690
$24.2K 0.01%
450
-150
691
$23.9K 0.01%
1,026
692
$23.9K 0.01%
352
693
$23.7K 0.01%
726
694
$23.6K 0.01%
380
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695
$23.5K 0.01%
1,036
-62
696
$23.4K 0.01%
344
697
$23.4K 0.01%
350
698
$23.4K 0.01%
388
699
$23.3K 0.01%
1,325
700
$23.3K 0.01%
350