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
$335M
AUM Growth
+$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 14.85%
2 Technology 14.79%
3 Energy 9.47%
4 Financials 9.44%
5 Consumer Discretionary 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$22.4K 0.01%
276
+1
677
$22.4K 0.01%
804
-23
678
$22.3K 0.01%
518
+2
679
$22.2K 0.01%
200
680
$22.2K 0.01%
208
-63
681
$22.1K 0.01%
1,618
+1
682
$21.9K 0.01%
1,050
683
$21.9K 0.01%
446
684
$21.8K 0.01%
1,578
+903
685
$21.1K 0.01%
400
686
$21.1K 0.01%
646
687
$21.1K 0.01%
800
688
$21K 0.01%
1,099
689
$20.6K 0.01%
800
690
$20.5K 0.01%
400
691
$20.3K 0.01%
526
692
$20.2K 0.01%
+876
693
$20.1K 0.01%
186
+2
694
$20K 0.01%
468
695
$19.9K 0.01%
286
696
$19.7K 0.01%
828
+1
697
$19.7K 0.01%
420
698
$19.4K 0.01%
134
+1
699
$19.2K 0.01%
302
+1
700
$19.2K 0.01%
500