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
51
$1.26M 0.43%
+31,434
52
$1.25M 0.43%
+9,350
53
$1.25M 0.43%
+130,227
54
$1.21M 0.41%
+46,476
55
$1.2M 0.41%
+22,373
56
$1.18M 0.4%
+37,646
57
$1.11M 0.38%
+8,406
58
$1.11M 0.38%
+15,704
59
$1.08M 0.37%
+21,300
60
$1.06M 0.36%
+47,976
61
$1.06M 0.36%
+55,018
62
$1.04M 0.36%
+14,543
63
$1.04M 0.35%
+44,535
64
$1.02M 0.35%
+17,911
65
$1.02M 0.35%
+24,797
66
$1.01M 0.34%
+8,502
67
$1.01M 0.34%
+31,201
68
$1.01M 0.34%
+43,341
69
$1M 0.34%
+15,036
70
$997K 0.34%
+21,567
71
$993K 0.34%
+45,847
72
$984K 0.34%
+12,536
73
$980K 0.34%
+55,156
74
$977K 0.33%
+33,607
75
$971K 0.33%
+16,610
1 2
3
4 5