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
976
$6.6K ﹤0.01%
58
977
$6.54K ﹤0.01%
280
978
$6.49K ﹤0.01%
100
979
$6.48K ﹤0.01%
80
980
$6.48K ﹤0.01%
52
981
$6.44K ﹤0.01%
300
982
$6.43K ﹤0.01%
300
983
$6.33K ﹤0.01%
312
984
$6.27K ﹤0.01%
100
985
$6.26K ﹤0.01%
200
986
$6.25K ﹤0.01%
1,120
987
$6.22K ﹤0.01%
100
988
$6.16K ﹤0.01%
500
989
$6.16K ﹤0.01%
+1,000
990
$6.14K ﹤0.01%
6
991
$6.12K ﹤0.01%
676
-500
992
$6.11K ﹤0.01%
186
993
$6.07K ﹤0.01%
114
994
$5.91K ﹤0.01%
180
995
$5.86K ﹤0.01%
360
996
$5.86K ﹤0.01%
235
997
$5.86K ﹤0.01%
500
-1,300
998
$5.83K ﹤0.01%
136
999
$5.83K ﹤0.01%
150
1000
$5.82K ﹤0.01%
188
38 39
40
41 42