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 11.49%
4 Consumer Discretionary 8.75%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6K ﹤0.01%
96
852
$6K ﹤0.01%
+50
853
$6K ﹤0.01%
100
854
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300
855
$6K ﹤0.01%
620
856
$6K ﹤0.01%
650
-16
857
$6K ﹤0.01%
1,470
858
$6K ﹤0.01%
164
859
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248
860
$6K ﹤0.01%
300
861
$6K ﹤0.01%
74
862
$4K ﹤0.01%
76
863
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46
864
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64
-86
865
$4K ﹤0.01%
50
-250
866
$4K ﹤0.01%
50
-75
867
$4K ﹤0.01%
1,648
868
$4K ﹤0.01%
70
869
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12
+2
870
$4K ﹤0.01%
72
-22
871
$4K ﹤0.01%
120
872
$4K ﹤0.01%
238
873
$4K ﹤0.01%
60
874
$4K ﹤0.01%
326
875
$4K ﹤0.01%
106
-8
33 34
35
36 37