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
951
$7.45K ﹤0.01%
168
952
$7.44K ﹤0.01%
316
-6,318
953
$7.41K ﹤0.01%
198
954
$7.37K ﹤0.01%
236
955
$7.37K ﹤0.01%
500
956
$7.36K ﹤0.01%
106
957
$7.35K ﹤0.01%
700
958
$7.34K ﹤0.01%
260
959
$7.32K ﹤0.01%
150
960
$7.29K ﹤0.01%
600
961
$7.29K ﹤0.01%
200
962
$7.17K ﹤0.01%
80
963
$7.15K ﹤0.01%
76
964
$7.06K ﹤0.01%
382
965
$7.02K ﹤0.01%
100
966
$7.01K ﹤0.01%
226
967
$7K ﹤0.01%
114
968
$6.92K ﹤0.01%
300
969
$6.9K ﹤0.01%
221
970
$6.9K ﹤0.01%
66
971
$6.82K ﹤0.01%
280
972
$6.78K ﹤0.01%
354
973
$6.64K ﹤0.01%
400
974
$6.62K ﹤0.01%
+100
975
$6.6K ﹤0.01%
264
37 38
39
40 41