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
876
$11K ﹤0.01%
+1,173
877
$11K ﹤0.01%
+400
878
$11K ﹤0.01%
+1,025
879
$11K ﹤0.01%
+160
880
$11K ﹤0.01%
+265
881
$11K ﹤0.01%
+150
882
$11K ﹤0.01%
+100
883
$11K ﹤0.01%
+135
884
$11K ﹤0.01%
+1,000
885
$11K ﹤0.01%
+370
886
$11K ﹤0.01%
+100
887
$11K ﹤0.01%
+500
888
$11K ﹤0.01%
+338
889
$11K ﹤0.01%
+300
890
$11K ﹤0.01%
+133
891
$11K ﹤0.01%
+125
892
$11K ﹤0.01%
+900
893
$11K ﹤0.01%
+824
894
$10K ﹤0.01%
+280
895
$10K ﹤0.01%
+204
896
$10K ﹤0.01%
+8
897
$10K ﹤0.01%
+242
898
$10K ﹤0.01%
+154
899
$10K ﹤0.01%
+71
900
$10K ﹤0.01%
+360
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