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
801
$14K ﹤0.01%
+285
802
$14K ﹤0.01%
+825
803
$14K ﹤0.01%
+1,150
804
$14K ﹤0.01%
+445
805
$14K ﹤0.01%
+944
806
$14K ﹤0.01%
+1,083
807
$14K ﹤0.01%
+2,050
808
$14K ﹤0.01%
+1,070
809
$14K ﹤0.01%
+390
810
$14K ﹤0.01%
+145
811
$14K ﹤0.01%
+146
812
$14K ﹤0.01%
+354
813
$14K ﹤0.01%
+886
814
$13K ﹤0.01%
+1,250
815
$13K ﹤0.01%
+360
816
$13K ﹤0.01%
+500
817
$13K ﹤0.01%
+140
818
$13K ﹤0.01%
+300
819
$13K ﹤0.01%
+400
820
$13K ﹤0.01%
+150
821
$13K ﹤0.01%
+1,050
822
$13K ﹤0.01%
+199
823
$13K ﹤0.01%
+312
824
$13K ﹤0.01%
+800
825
$13K ﹤0.01%
+300
31 32
33
34 35