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
1026
$7K ﹤0.01%
+259
1027
$7K ﹤0.01%
+364
1028
$7K ﹤0.01%
+100
1029
$7K ﹤0.01%
+190
1030
$7K ﹤0.01%
+219
1031
$7K ﹤0.01%
+110
1032
$7K ﹤0.01%
+32
1033
$7K ﹤0.01%
+185
1034
$7K ﹤0.01%
+280
1035
$7K ﹤0.01%
+110
1036
$7K ﹤0.01%
+474
1037
$7K ﹤0.01%
+116
1038
$7K ﹤0.01%
+300
1039
$7K ﹤0.01%
+244
1040
$7K ﹤0.01%
+140
1041
$7K ﹤0.01%
+160
1042
$7K ﹤0.01%
+146
1043
$7K ﹤0.01%
+200
1044
$7K ﹤0.01%
+400
1045
$7K ﹤0.01%
+111
1046
$7K ﹤0.01%
+227
1047
$7K ﹤0.01%
+108
1048
$7K ﹤0.01%
+174
1049
$7K ﹤0.01%
+259
1050
$7K ﹤0.01%
+454