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
1151
$2.49K ﹤0.01%
50
1152
$2.47K ﹤0.01%
662
1153
$2.4K ﹤0.01%
500
1154
$2.4K ﹤0.01%
+56
1155
$2.39K ﹤0.01%
256
1156
$2.38K ﹤0.01%
50
1157
$2.34K ﹤0.01%
85
-127
1158
$2.34K ﹤0.01%
66
1159
$2.34K ﹤0.01%
70
1160
$2.33K ﹤0.01%
50
1161
$2.32K ﹤0.01%
24
1162
$2.32K ﹤0.01%
250
1163
$2.32K ﹤0.01%
38
1164
$2.32K ﹤0.01%
88
1165
$2.27K ﹤0.01%
100
-500
1166
$2.26K ﹤0.01%
466
1167
$2.24K ﹤0.01%
150
-750
1168
$2.22K ﹤0.01%
66
1169
$2.17K ﹤0.01%
20
1170
$2.15K ﹤0.01%
28
1171
$2.04K ﹤0.01%
169
1172
$2.04K ﹤0.01%
28
1173
$2.02K ﹤0.01%
250
1174
$2K ﹤0.01%
50
1175
$1.99K ﹤0.01%
140
+2
45 46
47
48 49