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
1051
$7K ﹤0.01%
+190
1052
$7K ﹤0.01%
+219
1053
$7K ﹤0.01%
+110
1054
$7K ﹤0.01%
+100
1055
$7K ﹤0.01%
+905
1056
$7K ﹤0.01%
+454
1057
$7K ﹤0.01%
+250
1058
$7K ﹤0.01%
+528
1059
$7K ﹤0.01%
+53
1060
$7K ﹤0.01%
+353
1061
$7K ﹤0.01%
+100
1062
$7K ﹤0.01%
+110
1063
$7K ﹤0.01%
+700
1064
$7K ﹤0.01%
+400
1065
$7K ﹤0.01%
+200
1066
$6K ﹤0.01%
+265
1067
$6K ﹤0.01%
+185
1068
$6K ﹤0.01%
+77
1069
$6K ﹤0.01%
+150
1070
$6K ﹤0.01%
+275
1071
$6K ﹤0.01%
+118
1072
$6K ﹤0.01%
+100
1073
$6K ﹤0.01%
+200
1074
$6K ﹤0.01%
+421
1075
$6K ﹤0.01%
+135
41 42
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