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
1151
$5K ﹤0.01%
+680
1152
$5K ﹤0.01%
+70
1153
$5K ﹤0.01%
+275
1154
$5K ﹤0.01%
+180
1155
$5K ﹤0.01%
+300
1156
$5K ﹤0.01%
+45
1157
$5K ﹤0.01%
+65
1158
$5K ﹤0.01%
+160
1159
$5K ﹤0.01%
+102
1160
$4K ﹤0.01%
+89
1161
$4K ﹤0.01%
+407
1162
$4K ﹤0.01%
+67
1163
$4K ﹤0.01%
+50
1164
$4K ﹤0.01%
+100
1165
$4K ﹤0.01%
+122
1166
$4K ﹤0.01%
+248
1167
$4K ﹤0.01%
+200
1168
$4K ﹤0.01%
+64
1169
$4K ﹤0.01%
+100
1170
$4K ﹤0.01%
+35
1171
$4K ﹤0.01%
+168
1172
$4K ﹤0.01%
+223
1173
$4K ﹤0.01%
+79
1174
$4K ﹤0.01%
+100
1175
$4K ﹤0.01%
+90
45 46
47
48 49