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 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
1076
$6K ﹤0.01%
+140
1077
$6K ﹤0.01%
+125
1078
$6K ﹤0.01%
+287
1079
$6K ﹤0.01%
+473
1080
$6K ﹤0.01%
+1,298
1081
$6K ﹤0.01%
+279
1082
$6K ﹤0.01%
+124
1083
$6K ﹤0.01%
+200
1084
$6K ﹤0.01%
+15,000
1085
$6K ﹤0.01%
+558
1086
$6K ﹤0.01%
+45
1087
$6K ﹤0.01%
+230
1088
$6K ﹤0.01%
+98
1089
$6K ﹤0.01%
+113
1090
$6K ﹤0.01%
+140
1091
$6K ﹤0.01%
+300
1092
$6K ﹤0.01%
+97
1093
$6K ﹤0.01%
+295
1094
$6K ﹤0.01%
+70
1095
$6K ﹤0.01%
+265
1096
$6K ﹤0.01%
+139
1097
$6K ﹤0.01%
+40
1098
$6K ﹤0.01%
+205
1099
$6K ﹤0.01%
+150
1100
$6K ﹤0.01%
+275