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 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%
+9
1177
$4K ﹤0.01%
+100
1178
$4K ﹤0.01%
+25
1179
$4K ﹤0.01%
+108
1180
$4K ﹤0.01%
+500
1181
$4K ﹤0.01%
+103
1182
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+200
1183
$4K ﹤0.01%
+1,200
1184
$4K ﹤0.01%
+19
1185
$4K ﹤0.01%
+89
1186
$4K ﹤0.01%
+407
1187
$4K ﹤0.01%
+67
1188
$4K ﹤0.01%
+50
1189
$4K ﹤0.01%
+100
1190
$4K ﹤0.01%
+122
1191
$4K ﹤0.01%
+248
1192
$4K ﹤0.01%
+200
1193
$4K ﹤0.01%
+64
1194
$4K ﹤0.01%
+100
1195
$4K ﹤0.01%
+35
1196
$4K ﹤0.01%
+168
1197
$4K ﹤0.01%
+223
1198
$4K ﹤0.01%
+90
1199
$4K ﹤0.01%
+60
1200
$4K ﹤0.01%
+64
46 47
48
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