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
$353M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,343
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$829K
5
CNC icon
Centene
CNC
+$739K

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.93M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$1.76M

Sector Composition

1 Healthcare 14.82%
2 Technology 13.94%
3 Energy 10.23%
4 Industrials 10.12%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$2.91K ﹤0.01%
34
1127
$2.9K ﹤0.01%
44
1128
$2.9K ﹤0.01%
24
1129
$2.89K ﹤0.01%
200
1130
$2.89K ﹤0.01%
312
1131
$2.88K ﹤0.01%
17
1132
$2.86K ﹤0.01%
44
1133
$2.86K ﹤0.01%
70
1134
$2.84K ﹤0.01%
200
1135
$2.83K ﹤0.01%
90
1136
$2.74K ﹤0.01%
38
1137
$2.72K ﹤0.01%
158
1138
$2.72K ﹤0.01%
72
1139
$2.72K ﹤0.01%
80
1140
$2.7K ﹤0.01%
326
1141
$2.69K ﹤0.01%
100
1142
$2.69K ﹤0.01%
160
1143
$2.66K ﹤0.01%
58
1144
$2.66K ﹤0.01%
600
1145
$2.66K ﹤0.01%
75
1146
$2.65K ﹤0.01%
36
1147
$2.64K ﹤0.01%
82
1148
$2.62K ﹤0.01%
170
1149
$2.61K ﹤0.01%
76
1150
$2.59K ﹤0.01%
32
44 45
46
47 48