WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Energy 14.51%
2 Industrials 12.05%
3 Technology 10.67%
4 Healthcare 9.82%
5 Financials 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$13K ﹤0.01%
+300
827
$13K ﹤0.01%
+327
828
$13K ﹤0.01%
+68
829
$13K ﹤0.01%
+400
830
$13K ﹤0.01%
+1,000
831
$13K ﹤0.01%
+195
832
$13K ﹤0.01%
+705
833
$13K ﹤0.01%
+665
834
$13K ﹤0.01%
+330
835
$13K ﹤0.01%
+490
836
$13K ﹤0.01%
+135
837
$13K ﹤0.01%
+304
838
$13K ﹤0.01%
+1,250
839
$13K ﹤0.01%
+400
840
$13K ﹤0.01%
+1,258
841
$13K ﹤0.01%
+100
842
$12K ﹤0.01%
+1,115
843
$12K ﹤0.01%
+190
844
$12K ﹤0.01%
+1,169
845
$12K ﹤0.01%
+962
846
$12K ﹤0.01%
+270
847
$12K ﹤0.01%
+520
848
$12K ﹤0.01%
+1,500
849
$12K ﹤0.01%
+875
850
$12K ﹤0.01%
+526
32 33
34
35 36