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
926
$10K ﹤0.01%
+606
927
$10K ﹤0.01%
+178
928
$10K ﹤0.01%
+359
929
$10K ﹤0.01%
+182
930
$10K ﹤0.01%
+500
931
$10K ﹤0.01%
+247
932
$10K ﹤0.01%
+550
933
$10K ﹤0.01%
+210
934
$9K ﹤0.01%
+220
935
$9K ﹤0.01%
+275
936
$9K ﹤0.01%
+150
937
$9K ﹤0.01%
+790
938
$9K ﹤0.01%
+450
939
$9K ﹤0.01%
+276
940
$9K ﹤0.01%
+75
941
$9K ﹤0.01%
+630
942
$9K ﹤0.01%
+81
943
$9K ﹤0.01%
+146
944
– –
0
945
$9K ﹤0.01%
+63
946
$9K ﹤0.01%
+525
947
$9K ﹤0.01%
+90
948
$9K ﹤0.01%
+309
949
$9K ﹤0.01%
+195
950
– –
0
36 37
38
39 40