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
1176
$4K ﹤0.01%
+32
1177
$4K ﹤0.01%
+89
1178
$4K ﹤0.01%
+100
1179
$4K ﹤0.01%
+400
1180
$4K ﹤0.01%
+80
1181
$4K ﹤0.01%
+55
1182
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+20
1183
$4K ﹤0.01%
+113
1184
$4K ﹤0.01%
+69
1185
$4K ﹤0.01%
+39
1186
$4K ﹤0.01%
+47
1187
$4K ﹤0.01%
+66
1188
$4K ﹤0.01%
+38
1189
$4K ﹤0.01%
+9
1190
$4K ﹤0.01%
+100
1191
$4K ﹤0.01%
+25
1192
$4K ﹤0.01%
+108
1193
$4K ﹤0.01%
+500
1194
$4K ﹤0.01%
+103
1195
$4K ﹤0.01%
+200
1196
$4K ﹤0.01%
+1,200
1197
$4K ﹤0.01%
+19
1198
$4K ﹤0.01%
+200
1199
$4K ﹤0.01%
+100
1200
$4K ﹤0.01%
+223
46 47
48
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