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
826
$13K ﹤0.01%
+500
827
$13K ﹤0.01%
+65
828
$13K ﹤0.01%
+300
829
$13K ﹤0.01%
+327
830
$13K ﹤0.01%
+68
831
$13K ﹤0.01%
+1,258
832
$13K ﹤0.01%
+100
833
$13K ﹤0.01%
+400
834
$13K ﹤0.01%
+1,000
835
$13K ﹤0.01%
+195
836
$13K ﹤0.01%
+705
837
$13K ﹤0.01%
+665
838
$13K ﹤0.01%
+330
839
$13K ﹤0.01%
+490
840
$13K ﹤0.01%
+135
841
$13K ﹤0.01%
+304
842
$12K ﹤0.01%
+520
843
$12K ﹤0.01%
+1,500
844
$12K ﹤0.01%
+277
845
$12K ﹤0.01%
+175
846
$12K ﹤0.01%
+125
847
$12K ﹤0.01%
+115
848
$12K ﹤0.01%
+475
849
$12K ﹤0.01%
+834
850
$12K ﹤0.01%
+260
32 33
34
35 36