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
976
$8K ﹤0.01%
+220
977
$8K ﹤0.01%
+182
978
$8K ﹤0.01%
+202
979
$8K ﹤0.01%
+680
980
$8K ﹤0.01%
+640
981
$8K ﹤0.01%
+290
982
$8K ﹤0.01%
+330
983
$8K ﹤0.01%
+134
984
$8K ﹤0.01%
+243
985
$8K ﹤0.01%
+93
986
$8K ﹤0.01%
+400
987
$8K ﹤0.01%
+171
988
$8K ﹤0.01%
+260
989
$8K ﹤0.01%
+68
990
$8K ﹤0.01%
+100
991
$8K ﹤0.01%
+250
992
$8K ﹤0.01%
+111
993
$8K ﹤0.01%
+50
994
$8K ﹤0.01%
+350
995
$8K ﹤0.01%
+416
996
$8K ﹤0.01%
+86
997
$8K ﹤0.01%
+600
998
$8K ﹤0.01%
+271
999
$8K ﹤0.01%
+160
1000
$8K ﹤0.01%
+150
38 39
40
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