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
851
$11.7K ﹤0.01%
304
852
$11.7K ﹤0.01%
270
853
$11.6K ﹤0.01%
962
854
$11.6K ﹤0.01%
300
855
$11.6K ﹤0.01%
150
856
$11.4K ﹤0.01%
500
857
$11.3K ﹤0.01%
1,000
858
$11.3K ﹤0.01%
290
859
$11.2K ﹤0.01%
268
860
$11.1K ﹤0.01%
100
861
$11.1K ﹤0.01%
176
862
$11K ﹤0.01%
338
863
$11K ﹤0.01%
1,094
864
$10.9K ﹤0.01%
730
-74
865
$10.8K ﹤0.01%
360
866
$10.8K ﹤0.01%
380
867
$10.8K ﹤0.01%
440
868
$10.8K ﹤0.01%
400
869
$10.7K ﹤0.01%
612
-3,262
870
$10.6K ﹤0.01%
800
-700
871
$10.5K ﹤0.01%
186
-20
872
$10.3K ﹤0.01%
195
873
$10.3K ﹤0.01%
242
874
$10.3K ﹤0.01%
400
875
$10.2K ﹤0.01%
550
33 34
35
36 37