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 12.05%
3 Technology 10.67%
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%
+106
927
$10K ﹤0.01%
+138
928
$10K ﹤0.01%
+1,194
929
$10K ﹤0.01%
+606
930
$10K ﹤0.01%
+178
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%
+276
937
$9K ﹤0.01%
+75
938
$9K ﹤0.01%
+630
939
$9K ﹤0.01%
+81
940
– –
0
941
$9K ﹤0.01%
+63
942
$9K ﹤0.01%
+525
943
$9K ﹤0.01%
+90
944
$9K ﹤0.01%
+309
945
$9K ﹤0.01%
+195
946
$9K ﹤0.01%
+171
947
$9K ﹤0.01%
+125
948
$9K ﹤0.01%
+85
949
$9K ﹤0.01%
+206
950
$9K ﹤0.01%
+71
36 37
38
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