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
726
$18K 0.01%
+420
727
$18K 0.01%
+205
728
$18K 0.01%
+971
729
$18K 0.01%
+435
730
$18K 0.01%
+1,036
731
$18K 0.01%
+400
732
$18K 0.01%
+850
733
$18K 0.01%
+633
734
$18K 0.01%
+74
735
$18K 0.01%
+1,397
736
$18K 0.01%
+640
737
$18K 0.01%
+353
738
$18K 0.01%
+1,300
739
$18K 0.01%
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740
$18K 0.01%
+260
741
$18K 0.01%
+335
742
$17K 0.01%
+567
743
$17K 0.01%
+1,100
744
$17K 0.01%
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745
$17K 0.01%
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746
$17K 0.01%
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747
$17K 0.01%
+954
748
$17K 0.01%
+235
749
$17K 0.01%
+144
750
$17K 0.01%
+576
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