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
$304M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$463K
3
+$455K
4
IBM icon
IBM
IBM
+$418K
5
AMD icon
Advanced Micro Devices
AMD
+$408K

Top Sells

1
+$737K
2
+$683K
3
+$618K
4
MLM icon
Martin Marietta Materials
MLM
+$548K
5
EW icon
Edwards Lifesciences
EW
+$458K

Sector Composition

1 Technology 24.21%
2 Healthcare 15.45%
3 Financials 11.49%
4 Consumer Discretionary 8.75%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$8K ﹤0.01%
36
-1,270
777
$8K ﹤0.01%
106
778
$8K ﹤0.01%
430
+50
779
$8K ﹤0.01%
334
-2
780
$8K ﹤0.01%
880
-600
781
$8K ﹤0.01%
156
782
$8K ﹤0.01%
450
783
$8K ﹤0.01%
424
-12
784
$8K ﹤0.01%
242
+86
785
$8K ﹤0.01%
532
786
$8K ﹤0.01%
550
787
$6K ﹤0.01%
908
-1,000
788
$6K ﹤0.01%
394
789
$6K ﹤0.01%
166
+46
790
$6K ﹤0.01%
30
791
$6K ﹤0.01%
8
792
$6K ﹤0.01%
54
793
$6K ﹤0.01%
1,108
794
$6K ﹤0.01%
64
795
$6K ﹤0.01%
110
-220
796
$6K ﹤0.01%
236
797
$6K ﹤0.01%
120
798
$6K ﹤0.01%
500
799
$6K ﹤0.01%
84
800
$6K ﹤0.01%
2,208
30 31
32
33 34