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 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
751
$17K 0.01%
+750
752
$17K 0.01%
+954
753
$17K 0.01%
+270
754
$17K 0.01%
+550
755
$17K 0.01%
+576
756
$17K 0.01%
+235
757
$17K 0.01%
+144
758
$16K 0.01%
+2,230
759
$16K 0.01%
+639
760
$16K 0.01%
+555
761
$16K 0.01%
+813
762
$16K 0.01%
+423
763
$16K 0.01%
+404
764
$16K 0.01%
+278
765
$16K 0.01%
+446
766
$16K 0.01%
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767
$16K 0.01%
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768
$16K 0.01%
+258
769
$16K 0.01%
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770
$16K 0.01%
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771
$16K 0.01%
+1,300
772
$16K 0.01%
+600
773
$16K 0.01%
+1,198
774
$16K 0.01%
+364
775
$16K 0.01%
+933
29 30
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