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
776
$16K 0.01%
+9
777
$16K 0.01%
+83
778
$16K 0.01%
+258
779
$16K 0.01%
+1,100
780
$15K 0.01%
+172
781
$15K 0.01%
+400
782
$15K 0.01%
+304
783
$15K 0.01%
+550
784
$15K 0.01%
+335
785
$15K 0.01%
+345
786
$15K 0.01%
+557
787
$15K 0.01%
+341
788
$15K 0.01%
+420
789
$15K 0.01%
+416
790
$15K 0.01%
+140
791
$15K 0.01%
+530
792
$15K 0.01%
+284
793
$15K 0.01%
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794
$15K 0.01%
+182
795
$15K 0.01%
+275
796
$15K 0.01%
+1,000
797
$15K 0.01%
+1,477
798
$15K 0.01%
+1,590
799
$15K 0.01%
+158
800
$14K ﹤0.01%
+1,648
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