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 11.92%
3 Technology 10.8%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$20K 0.01%
+630
702
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+440
703
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+153
704
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+500
705
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+743
706
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+479
707
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+1,200
708
$20K 0.01%
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709
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+1,306
710
$20K 0.01%
+107
711
$19K 0.01%
+550
712
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+209
713
$19K 0.01%
+582
714
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+1,105
715
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716
$19K 0.01%
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717
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+5
718
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+425
719
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720
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+813
721
$18K 0.01%
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722
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+435
723
$18K 0.01%
+1,036
724
$18K 0.01%
+400
725
$18K 0.01%
+400
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