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
876
$10.2K ﹤0.01%
200
877
$10.1K ﹤0.01%
80
878
$10.1K ﹤0.01%
15
-15
879
$10.1K ﹤0.01%
166
880
$10K ﹤0.01%
248
881
$9.92K ﹤0.01%
250
882
$9.9K ﹤0.01%
100
883
$9.76K ﹤0.01%
+200
884
$9.66K ﹤0.01%
1,300
-526
885
$9.66K ﹤0.01%
160
-374
886
$9.62K ﹤0.01%
+300
887
$9.62K ﹤0.01%
148
888
$9.6K ﹤0.01%
78
889
$9.56K ﹤0.01%
120
890
$9.54K ﹤0.01%
126
891
$9.53K ﹤0.01%
160
892
$9.5K ﹤0.01%
310
893
$9.5K ﹤0.01%
300
894
$9.47K ﹤0.01%
220
895
$9.46K ﹤0.01%
50
896
$9.46K ﹤0.01%
100
897
$9.41K ﹤0.01%
+150
898
$9.31K ﹤0.01%
112
899
$9.3K ﹤0.01%
228
900
$9.24K ﹤0.01%
176
34 35
36
37 38