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
1151
$5K ﹤0.01%
+50
1152
$5K ﹤0.01%
+100
1153
$5K ﹤0.01%
+275
1154
$5K ﹤0.01%
+180
1155
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+300
1156
$5K ﹤0.01%
+45
1157
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+65
1158
$5K ﹤0.01%
+160
1159
$5K ﹤0.01%
+102
1160
$4K ﹤0.01%
+122
1161
$4K ﹤0.01%
+248
1162
$4K ﹤0.01%
+300
1163
$4K ﹤0.01%
+235
1164
$4K ﹤0.01%
+150
1165
$4K ﹤0.01%
+84
1166
$4K ﹤0.01%
+407
1167
$4K ﹤0.01%
+67
1168
$4K ﹤0.01%
+50
1169
$4K ﹤0.01%
+64
1170
$4K ﹤0.01%
+35
1171
$4K ﹤0.01%
+168
1172
$4K ﹤0.01%
+35
1173
$4K ﹤0.01%
+485
1174
$4K ﹤0.01%
+110
1175
$4K ﹤0.01%
+220