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
$304M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$463K
3
+$455K
4
IBM icon
IBM
IBM
+$418K
5
AMD icon
Advanced Micro Devices
AMD
+$408K

Top Sells

1
+$737K
2
+$683K
3
+$618K
4
MLM icon
Martin Marietta Materials
MLM
+$548K
5
EW icon
Edwards Lifesciences
EW
+$458K

Sector Composition

1 Technology 24.21%
2 Healthcare 15.45%
3 Financials 11.49%
4 Consumer Discretionary 8.75%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$10K ﹤0.01%
1,200
702
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246
703
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306
704
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49
705
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366
+100
706
$10K ﹤0.01%
340
707
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388
708
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170
709
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136
710
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180
711
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160
712
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800
713
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100
714
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676
+26
715
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+1,650
716
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200
717
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216
718
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719
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100
-46
720
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148
-6
721
$10K ﹤0.01%
190
722
$10K ﹤0.01%
946
-704
723
$10K ﹤0.01%
670
724
$10K ﹤0.01%
196
725
$10K ﹤0.01%
236
27 28
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