WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

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
701
$20K 0.01%
+1,744
702
$20K 0.01%
+1,474
703
$20K 0.01%
+1,200
704
$20K 0.01%
+153
705
$20K 0.01%
+1,306
706
$20K 0.01%
+630
707
$20K 0.01%
+440
708
$20K 0.01%
+153
709
$20K 0.01%
+500
710
$20K 0.01%
+107
711
$19K 0.01%
+5
712
$19K 0.01%
+813
713
$19K 0.01%
+332
714
$19K 0.01%
+575
715
$19K 0.01%
+550
716
$19K 0.01%
+209
717
$19K 0.01%
+195
718
$19K 0.01%
+582
719
$19K 0.01%
+1,105
720
$19K 0.01%
+425
721
$18K 0.01%
+1,886
722
$18K 0.01%
+400
723
$18K 0.01%
+416
724
$18K 0.01%
+400
725
$18K 0.01%
+595
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