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
1101
$6K ﹤0.01%
+65
1102
$6K ﹤0.01%
+51
1103
$6K ﹤0.01%
+86
1104
$6K ﹤0.01%
+150
1105
$6K ﹤0.01%
+160
1106
$6K ﹤0.01%
+200
1107
$6K ﹤0.01%
+168
1108
$6K ﹤0.01%
+55
1109
$6K ﹤0.01%
+100
1110
$6K ﹤0.01%
+264
1111
$6K ﹤0.01%
+400
1112
$6K ﹤0.01%
+100
1113
$6K ﹤0.01%
+198
1114
$6K ﹤0.01%
+159
1115
$6K ﹤0.01%
+135
1116
$6K ﹤0.01%
+200
1117
$6K ﹤0.01%
+68
1118
$5K ﹤0.01%
+148
1119
$5K ﹤0.01%
+81
1120
$5K ﹤0.01%
+68
1121
$5K ﹤0.01%
+200
1122
$5K ﹤0.01%
+150
1123
$5K ﹤0.01%
+250
1124
$5K ﹤0.01%
+150
1125
$5K ﹤0.01%
+225
43 44
45
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