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
701
$16.5K 0.01%
700
702
$16.5K 0.01%
154
+86
703
$16.4K 0.01%
532
704
$16.3K 0.01%
372
-360
705
$16.3K 0.01%
318
706
$16.3K 0.01%
550
707
$16.3K 0.01%
860
708
$16.2K 0.01%
200
709
$15.9K 0.01%
248
710
$15.9K 0.01%
810
711
$15.9K 0.01%
350
712
$15.9K 0.01%
400
713
$15.6K 0.01%
100
714
$15.5K 0.01%
300
715
$15.5K 0.01%
+26
716
$15.4K ﹤0.01%
+260
717
$15.3K ﹤0.01%
232
718
$15.2K ﹤0.01%
298
719
$15.2K ﹤0.01%
178
720
$15.1K ﹤0.01%
732
721
$15K ﹤0.01%
+750
722
$14.9K ﹤0.01%
346
723
$14.7K ﹤0.01%
676
+330
724
$14.7K ﹤0.01%
106
725
$14.7K ﹤0.01%
250