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
1001
$8K ﹤0.01%
+400
1002
$8K ﹤0.01%
+335
1003
$8K ﹤0.01%
+300
1004
$8K ﹤0.01%
+200
1005
$8K ﹤0.01%
+160
1006
$8K ﹤0.01%
+163
1007
$8K ﹤0.01%
+835
1008
$8K ﹤0.01%
+700
1009
$8K ﹤0.01%
+632
1010
$8K ﹤0.01%
+680
1011
$8K ﹤0.01%
+640
1012
$8K ﹤0.01%
+290
1013
$8K ﹤0.01%
+243
1014
$8K ﹤0.01%
+271
1015
$8K ﹤0.01%
+160
1016
$8K ﹤0.01%
+150
1017
$7K ﹤0.01%
+125
1018
$7K ﹤0.01%
+150
1019
$7K ﹤0.01%
+905
1020
$7K ﹤0.01%
+528
1021
$7K ﹤0.01%
+53
1022
$7K ﹤0.01%
+353
1023
$7K ﹤0.01%
+92
1024
$7K ﹤0.01%
+280
1025
$7K ﹤0.01%
+55