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
1126
$5K ﹤0.01%
+200
1127
$5K ﹤0.01%
+131
1128
$5K ﹤0.01%
+250
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+57
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+680
1131
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1133
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+81
1134
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+200
1135
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+250
1136
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1137
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1139
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+300
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+450
1141
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1142
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1143
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1144
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1145
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+45
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+50
1147
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+170
1148
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1149
$5K ﹤0.01%
+250
1150
$5K ﹤0.01%
+225