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
826
$13.1K ﹤0.01%
266
827
$13.1K ﹤0.01%
886
828
$13.1K ﹤0.01%
1,100
829
$13.1K ﹤0.01%
700
830
$13K ﹤0.01%
400
831
$13K ﹤0.01%
1,032
832
$13K ﹤0.01%
412
833
$12.9K ﹤0.01%
930
834
$12.8K ﹤0.01%
510
+4
835
$12.7K ﹤0.01%
204
836
$12.7K ﹤0.01%
600
837
$12.6K ﹤0.01%
100
838
$12.5K ﹤0.01%
334
839
$12.3K ﹤0.01%
306
+201
840
$12.2K ﹤0.01%
600
-1,200
841
$12.2K ﹤0.01%
352
-268
842
$12.1K ﹤0.01%
148
-202
843
$12.1K ﹤0.01%
680
844
$12.1K ﹤0.01%
446
845
$12K ﹤0.01%
270
846
$11.9K ﹤0.01%
128
847
$11.9K ﹤0.01%
818
848
$11.9K ﹤0.01%
338
849
$11.8K ﹤0.01%
88
850
$11.7K ﹤0.01%
328
32 33
34
35 36