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
726
$18K 0.01%
+850
727
$18K 0.01%
+595
728
$18K 0.01%
+633
729
$18K 0.01%
+420
730
$18K 0.01%
+260
731
$18K 0.01%
+74
732
$18K 0.01%
+1,397
733
$18K 0.01%
+640
734
$18K 0.01%
+353
735
$18K 0.01%
+205
736
$18K 0.01%
+1,300
737
$18K 0.01%
+1,886
738
$18K 0.01%
+400
739
$18K 0.01%
+971
740
$18K 0.01%
+335
741
$18K 0.01%
+416
742
$17K 0.01%
+954
743
$17K 0.01%
+270
744
$17K 0.01%
+550
745
$17K 0.01%
+576
746
$17K 0.01%
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747
$17K 0.01%
+567
748
$17K 0.01%
+1,100
749
$17K 0.01%
+477
750
$17K 0.01%
+235
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