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
$304M
AUM Growth
-$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$463K
3
+$455K
4
IBM icon
IBM
IBM
+$418K
5
AMD icon
Advanced Micro Devices
AMD
+$408K

Top Sells

1
+$737K
2
+$683K
3
+$618K
4
MLM icon
Martin Marietta Materials
MLM
+$548K
5
EW icon
Edwards Lifesciences
EW
+$458K

Sector Composition

1 Technology 24.21%
2 Healthcare 15.45%
3 Financials 11.52%
4 Consumer Discretionary 8.75%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
96
827
$6K ﹤0.01%
298
828
$6K ﹤0.01%
58
829
$6K ﹤0.01%
100
830
$6K ﹤0.01%
1,542
831
$6K ﹤0.01%
704
+92
832
$6K ﹤0.01%
96
833
$6K ﹤0.01%
650
-16
834
$6K ﹤0.01%
150
835
$6K ﹤0.01%
908
-1,000
836
$6K ﹤0.01%
500
837
$6K ﹤0.01%
106
838
$6K ﹤0.01%
176
839
$6K ﹤0.01%
150
840
$6K ﹤0.01%
120
841
$6K ﹤0.01%
184
842
$6K ﹤0.01%
+250
843
$6K ﹤0.01%
300
844
$6K ﹤0.01%
129
845
$6K ﹤0.01%
+108
846
$6K ﹤0.01%
290
847
$6K ﹤0.01%
168
848
$6K ﹤0.01%
196
849
$6K ﹤0.01%
100
850
$6K ﹤0.01%
206
-204
32 33
34
35 36