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
1026
$5.07K ﹤0.01%
100
1027
$5.07K ﹤0.01%
208
1028
$5.03K ﹤0.01%
200
1029
$5.01K ﹤0.01%
112
1030
$4.93K ﹤0.01%
126
1031
$4.93K ﹤0.01%
230
1032
$4.91K ﹤0.01%
240
-908
1033
$4.89K ﹤0.01%
64
1034
$4.88K ﹤0.01%
100
1035
$4.88K ﹤0.01%
46
-1,322
1036
$4.87K ﹤0.01%
56
1037
$4.85K ﹤0.01%
100
1038
$4.84K ﹤0.01%
150
1039
$4.83K ﹤0.01%
202
1040
$4.81K ﹤0.01%
100
1041
$4.79K ﹤0.01%
400
1042
$4.79K ﹤0.01%
160
1043
$4.79K ﹤0.01%
+500
1044
$4.78K ﹤0.01%
100
1045
$4.78K ﹤0.01%
264
1046
$4.75K ﹤0.01%
100
1047
$4.72K ﹤0.01%
78
1048
$4.72K ﹤0.01%
102
1049
$4.69K ﹤0.01%
100
1050
$4.69K ﹤0.01%
66
40 41
42
43 44