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
876
$4K ﹤0.01%
+80
877
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114
878
$4K ﹤0.01%
+108
879
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188
880
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+40
881
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96
882
$4K ﹤0.01%
100
883
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600
884
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885
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102
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50
887
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888
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889
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890
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891
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892
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20
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895
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896
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46
897
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40
898
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899
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70
900
$4K ﹤0.01%
54
+34
34 35
36
37 38