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
801
$14.9K ﹤0.01%
5
802
$14.9K ﹤0.01%
636
-520
803
$14.9K ﹤0.01%
1,375
804
$14.9K ﹤0.01%
660
805
$14.7K ﹤0.01%
500
+400
806
$14.5K ﹤0.01%
+302
807
$14.4K ﹤0.01%
556
-60
808
$14.3K ﹤0.01%
366
809
$14.2K ﹤0.01%
879
-382
810
$14.1K ﹤0.01%
610
-20
811
$14K ﹤0.01%
564
-970
812
$14K ﹤0.01%
160
813
$13.9K ﹤0.01%
261
814
$13.8K ﹤0.01%
312
-226
815
$13.8K ﹤0.01%
250
816
$13.7K ﹤0.01%
268
-128
817
$13.6K ﹤0.01%
650
+150
818
$13.5K ﹤0.01%
140
819
$13.4K ﹤0.01%
1,000
820
$13.4K ﹤0.01%
400
821
$13.3K ﹤0.01%
330
822
$13.3K ﹤0.01%
388
-38
823
$13.3K ﹤0.01%
406
824
$13.3K ﹤0.01%
200
825
$13.2K ﹤0.01%
1,116
31 32
33
34 35