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
$393M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.42M
3
+$1.27M
4
JPM icon
JPMorgan Chase
JPM
+$848K
5
T icon
AT&T
T
+$813K

Top Sells

1
+$704K
2
+$500K
3
+$467K
4
AKAM icon
Akamai
AKAM
+$457K
5
STE icon
Steris
STE
+$451K

Sector Composition

1 Technology 22.29%
2 Healthcare 13.57%
3 Financials 12.77%
4 Consumer Discretionary 8.62%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$6K ﹤0.01%
78
952
$6K ﹤0.01%
84
953
$6K ﹤0.01%
100
954
$6K ﹤0.01%
70
955
$6K ﹤0.01%
177
956
$6K ﹤0.01%
500
957
$6K ﹤0.01%
40
958
$6K ﹤0.01%
78
959
$6K ﹤0.01%
+516
960
$6K ﹤0.01%
36
961
$6K ﹤0.01%
+46
962
$6K ﹤0.01%
226
963
$6K ﹤0.01%
58
964
$6K ﹤0.01%
50
965
$6K ﹤0.01%
72
966
$6K ﹤0.01%
100
-370
967
$6K ﹤0.01%
96
968
$4K ﹤0.01%
76
969
$4K ﹤0.01%
120
970
$4K ﹤0.01%
46
971
$4K ﹤0.01%
60
972
$4K ﹤0.01%
70
-60
973
$4K ﹤0.01%
10
974
$4K ﹤0.01%
330
975
$4K ﹤0.01%
72
37 38
39
40 41