WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

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
976
$8K ﹤0.01%
+68
977
$8K ﹤0.01%
+400
978
$8K ﹤0.01%
+870
979
$8K ﹤0.01%
+48
980
$8K ﹤0.01%
+93
981
$8K ﹤0.01%
+400
982
$8K ﹤0.01%
+100
983
$8K ﹤0.01%
+250
984
$8K ﹤0.01%
+86
985
$8K ﹤0.01%
+600
986
$8K ﹤0.01%
+300
987
$8K ﹤0.01%
+114
988
$8K ﹤0.01%
+220
989
$8K ﹤0.01%
+182
990
$8K ﹤0.01%
+202
991
$8K ﹤0.01%
+330
992
$8K ﹤0.01%
+134
993
$8K ﹤0.01%
+111
994
$8K ﹤0.01%
+50
995
$8K ﹤0.01%
+350
996
$8K ﹤0.01%
+416
997
$8K ﹤0.01%
+475
998
$8K ﹤0.01%
+100
999
$8K ﹤0.01%
+100
1000
$8K ﹤0.01%
+100
38 39
40
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