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
1101
$6K ﹤0.01%
+400
1102
$6K ﹤0.01%
+100
1103
$6K ﹤0.01%
+113
1104
$6K ﹤0.01%
+140
1105
$6K ﹤0.01%
+300
1106
$6K ﹤0.01%
+97
1107
$6K ﹤0.01%
+295
1108
$6K ﹤0.01%
+70
1109
$6K ﹤0.01%
+265
1110
$6K ﹤0.01%
+139
1111
$6K ﹤0.01%
+150
1112
$6K ﹤0.01%
+160
1113
$6K ﹤0.01%
+98
1114
$6K ﹤0.01%
+198
1115
$6K ﹤0.01%
+159
1116
$6K ﹤0.01%
+135
1117
$6K ﹤0.01%
+200
1118
$5K ﹤0.01%
+150
1119
$5K ﹤0.01%
+49
1120
$5K ﹤0.01%
+150
1121
$5K ﹤0.01%
+100
1122
$5K ﹤0.01%
+100
1123
$5K ﹤0.01%
+113
1124
$5K ﹤0.01%
+107
1125
$5K ﹤0.01%
+360