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
$353M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,343
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$829K
5
CNC icon
Centene
CNC
+$739K

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.93M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$1.76M

Sector Composition

1 Healthcare 14.82%
2 Technology 13.94%
3 Energy 10.23%
4 Industrials 10.12%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$20.6K 0.01%
420
727
$20.5K 0.01%
+620
728
$20.5K 0.01%
400
729
$20.3K 0.01%
1,623
730
$20.2K 0.01%
+400
731
$20.1K 0.01%
178
-26
732
$20K 0.01%
100
733
$20K 0.01%
164
734
$19.9K 0.01%
1,750
735
$19.9K 0.01%
388
736
$19.9K 0.01%
468
737
$19.5K 0.01%
166
738
$19.5K 0.01%
640
739
$19.4K 0.01%
446
740
$19.4K 0.01%
2,216
741
$19.2K 0.01%
900
742
$19.1K 0.01%
80
-40
743
$19K 0.01%
400
744
$18.9K 0.01%
250
-6,450
745
$18.9K 0.01%
468
-318
746
$18.8K 0.01%
134
747
$18.3K 0.01%
+302
748
$18.3K 0.01%
+1,086
749
$18.2K 0.01%
2,400
750
$18.2K 0.01%
568
28 29
30
31 32