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
1026
$7K ﹤0.01%
+179
1027
$7K ﹤0.01%
+368
1028
$7K ﹤0.01%
+104
1029
$7K ﹤0.01%
+227
1030
$7K ﹤0.01%
+108
1031
$7K ﹤0.01%
+174
1032
$7K ﹤0.01%
+259
1033
$7K ﹤0.01%
+382
1034
$7K ﹤0.01%
+140
1035
$7K ﹤0.01%
+49
1036
$7K ﹤0.01%
+155
1037
$7K ﹤0.01%
+92
1038
$7K ﹤0.01%
+280
1039
$7K ﹤0.01%
+55
1040
$7K ﹤0.01%
+259
1041
$7K ﹤0.01%
+364
1042
$7K ﹤0.01%
+125
1043
$7K ﹤0.01%
+75
1044
$7K ﹤0.01%
+110
1045
$7K ﹤0.01%
+474
1046
$7K ﹤0.01%
+114
1047
$7K ﹤0.01%
+116
1048
$7K ﹤0.01%
+300
1049
$7K ﹤0.01%
+244
1050
$7K ﹤0.01%
+100