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
$311M
AUM Growth
+$9.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,184
New
Increased
Reduced
Closed

Top Buys

1
+$768K
2
+$725K
3
+$639K
4
CAT icon
Caterpillar
CAT
+$594K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$565K

Top Sells

1
+$2.92M
2
+$925K
3
+$712K
4
GILD icon
Gilead Sciences
GILD
+$643K
5
LBTYK icon
Liberty Global Class C
LBTYK
+$590K

Sector Composition

1 Technology 20.52%
2 Financials 13.04%
3 Healthcare 11.77%
4 Consumer Discretionary 9.26%
5 Energy 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$18.5K 0.01%
282
-158
677
$18.5K 0.01%
1,400
-200
678
$18.3K 0.01%
86
679
$18.3K 0.01%
90
680
$18.1K 0.01%
200
681
$17.9K 0.01%
20
682
$17.8K 0.01%
500
683
$17.8K 0.01%
232
684
$17.7K 0.01%
282
685
$17.6K 0.01%
390
-718
686
$17.6K 0.01%
412
687
$17.4K 0.01%
250
688
$17.4K 0.01%
360
689
$17.3K 0.01%
626
-2,950
690
$17.3K 0.01%
700
691
$17.2K 0.01%
2,146
692
$17.2K 0.01%
1,094
693
$17.1K 0.01%
372
694
$16.9K 0.01%
680
695
$16.9K 0.01%
328
696
$16.8K 0.01%
800
697
$16.8K 0.01%
+260
698
$16.8K 0.01%
200
699
$16.7K 0.01%
100
700
$16.6K 0.01%
438
26 27
28
29 30