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
1176
$4K ﹤0.01%
+60
1177
$4K ﹤0.01%
+64
1178
$4K ﹤0.01%
+327
1179
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+300
1180
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+400
1181
$4K ﹤0.01%
+235
1182
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+150
1183
$4K ﹤0.01%
+84
1184
$4K ﹤0.01%
+336
1185
$4K ﹤0.01%
+80
1186
$4K ﹤0.01%
+35
1187
$4K ﹤0.01%
+485
1188
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+55
1189
$4K ﹤0.01%
+20
1190
$4K ﹤0.01%
+110
1191
$4K ﹤0.01%
+112
1192
$4K ﹤0.01%
+113
1193
$4K ﹤0.01%
+69
1194
$4K ﹤0.01%
+39
1195
$4K ﹤0.01%
+47
1196
$4K ﹤0.01%
+66
1197
$4K ﹤0.01%
+38
1198
$4K ﹤0.01%
+9
1199
$4K ﹤0.01%
+220
1200
$4K ﹤0.01%
+150
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