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
1126
$5K ﹤0.01%
+225
1127
$5K ﹤0.01%
+130
1128
$5K ﹤0.01%
+300
1129
$5K ﹤0.01%
+450
1130
$5K ﹤0.01%
+61
1131
$5K ﹤0.01%
+232
1132
$5K ﹤0.01%
+92
1133
$5K ﹤0.01%
+104
1134
$5K ﹤0.01%
+49
1135
$5K ﹤0.01%
+360
1136
$5K ﹤0.01%
+250
1137
$5K ﹤0.01%
+45
1138
$5K ﹤0.01%
+200
1139
$5K ﹤0.01%
+131
1140
$5K ﹤0.01%
+250
1141
$5K ﹤0.01%
+150
1142
$5K ﹤0.01%
+100
1143
$5K ﹤0.01%
+57
1144
$5K ﹤0.01%
+225
1145
$5K ﹤0.01%
+50
1146
$5K ﹤0.01%
+170
1147
$5K ﹤0.01%
+100
1148
$5K ﹤0.01%
+113
1149
$5K ﹤0.01%
+50
1150
$5K ﹤0.01%
+100
44 45
46
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