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
901
$9.21K ﹤0.01%
312
902
$9.21K ﹤0.01%
200
903
$9.11K ﹤0.01%
150
904
$9.07K ﹤0.01%
350
905
$9.05K ﹤0.01%
1,000
-1,500
906
$9.05K ﹤0.01%
100
907
$8.99K ﹤0.01%
124
908
$8.98K ﹤0.01%
604
909
$8.97K ﹤0.01%
184
910
$8.96K ﹤0.01%
240
911
$8.92K ﹤0.01%
632
912
$8.9K ﹤0.01%
340
913
$8.9K ﹤0.01%
86
914
$8.86K ﹤0.01%
120
915
$8.86K ﹤0.01%
98
916
$8.85K ﹤0.01%
150
917
$8.78K ﹤0.01%
198
918
$8.69K ﹤0.01%
222
919
$8.69K ﹤0.01%
358
920
$8.63K ﹤0.01%
176
921
$8.51K ﹤0.01%
300
922
$8.48K ﹤0.01%
350
923
$8.46K ﹤0.01%
100
924
$8.44K ﹤0.01%
400
-200
925
$8.43K ﹤0.01%
164
35 36
37
38 39