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
751
$18.2K 0.01%
154
752
$18.1K 0.01%
106
753
$18.1K 0.01%
238
754
$17.9K 0.01%
580
755
$17.7K 0.01%
954
756
$17.5K 0.01%
730
757
$17.4K ﹤0.01%
+500
758
$17.4K ﹤0.01%
646
759
$17.3K ﹤0.01%
7
-2
760
$17.3K ﹤0.01%
590
761
$17.2K ﹤0.01%
652
762
$17.1K ﹤0.01%
200
763
$17.1K ﹤0.01%
348
-124
764
$16.9K ﹤0.01%
706
765
$16.9K ﹤0.01%
354
766
$16.8K ﹤0.01%
340
767
$16.7K ﹤0.01%
146
768
$16.7K ﹤0.01%
320
769
$16.6K ﹤0.01%
266
-18
770
$16.5K ﹤0.01%
320
771
$16.4K ﹤0.01%
1,596
772
$16.3K ﹤0.01%
526
-2
773
$16.3K ﹤0.01%
14
774
$16.2K ﹤0.01%
342
775
$16.2K ﹤0.01%
706
+500
29 30
31
32 33