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
951
$9K ﹤0.01%
+270
952
$9K ﹤0.01%
+325
953
$9K ﹤0.01%
+604
954
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+864
955
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+1,265
956
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+147
957
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+150
958
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+1,375
959
$9K ﹤0.01%
+101
960
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+102
961
$9K ﹤0.01%
+270
962
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+331
963
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964
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+790
965
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+450
966
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+146
967
0
968
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969
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+300
970
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+842
971
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+177
972
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+179
973
$9K ﹤0.01%
+418
974
$8K ﹤0.01%
+220
975
$8K ﹤0.01%
+182