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
776
$16.1K ﹤0.01%
1,192
777
$16K ﹤0.01%
304
778
$15.9K ﹤0.01%
264
779
$15.8K ﹤0.01%
144
780
$15.8K ﹤0.01%
382
-76
781
$15.7K ﹤0.01%
676
782
$15.7K ﹤0.01%
376
783
$15.7K ﹤0.01%
400
-2,904
784
$15.7K ﹤0.01%
676
785
$15.6K ﹤0.01%
76
-70
786
$15.5K ﹤0.01%
1,650
787
$15.5K ﹤0.01%
716
788
$15.5K ﹤0.01%
154
789
$15.5K ﹤0.01%
1,066
790
$15.3K ﹤0.01%
390
791
$15.3K ﹤0.01%
1,100
792
$15.3K ﹤0.01%
1,648
793
$15.3K ﹤0.01%
440
794
$15.2K ﹤0.01%
212
-30
795
$15.2K ﹤0.01%
122
796
$15.2K ﹤0.01%
250
797
$15.2K ﹤0.01%
2,050
798
$15.1K ﹤0.01%
620
799
$15K ﹤0.01%
60
800
$14.9K ﹤0.01%
550
30 31
32
33 34