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
951
$9K ﹤0.01%
+94
952
$9K ﹤0.01%
+300
953
$9K ﹤0.01%
+842
954
$9K ﹤0.01%
+171
955
$9K ﹤0.01%
+125
956
$9K ﹤0.01%
+85
957
$9K ﹤0.01%
+206
958
$9K ﹤0.01%
+71
959
$9K ﹤0.01%
+270
960
$9K ﹤0.01%
+177
961
$9K ﹤0.01%
+179
962
$9K ﹤0.01%
+325
963
$9K ﹤0.01%
+604
964
$9K ﹤0.01%
+864
965
$9K ﹤0.01%
+1,265
966
$9K ﹤0.01%
+147
967
$9K ﹤0.01%
+150
968
$9K ﹤0.01%
+1,375
969
$9K ﹤0.01%
+101
970
$9K ﹤0.01%
+418
971
$9K ﹤0.01%
+102
972
$9K ﹤0.01%
+270
973
$9K ﹤0.01%
+331
974
$8K ﹤0.01%
+300
975
$8K ﹤0.01%
+114
37 38
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