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
1076
$6K ﹤0.01%
+131
1077
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+48
1078
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+140
1079
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+125
1080
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+287
1081
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+473
1082
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+1,260
1083
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+279
1084
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+124
1085
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+65
1086
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1087
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+200
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+15,000
1090
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+558
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+45
1094
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1095
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+200
1096
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+168
1097
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+55
1098
$6K ﹤0.01%
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1099
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+100
1100
$6K ﹤0.01%
+264