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
1176
$1.93K ﹤0.01%
220
1177
$1.9K ﹤0.01%
46
1178
$1.89K ﹤0.01%
163
-35
1179
$1.85K ﹤0.01%
40
1180
$1.84K ﹤0.01%
40
1181
$1.84K ﹤0.01%
30
1182
$1.83K ﹤0.01%
84
1183
$1.81K ﹤0.01%
100
1184
$1.7K ﹤0.01%
100
-500
1185
$1.66K ﹤0.01%
50
1186
$1.64K ﹤0.01%
42
1187
$1.6K ﹤0.01%
114
1188
$1.57K ﹤0.01%
14
1189
$1.56K ﹤0.01%
50
1190
$1.55K ﹤0.01%
100
1191
$1.54K ﹤0.01%
70
-116
1192
$1.54K ﹤0.01%
106
1193
$1.48K ﹤0.01%
156
1194
$1.46K ﹤0.01%
4
1195
$1.46K ﹤0.01%
34
1196
$1.45K ﹤0.01%
24
1197
$1.44K ﹤0.01%
28
1198
$1.29K ﹤0.01%
26
1199
$1.28K ﹤0.01%
1,000
1200
$1.26K ﹤0.01%
48
46 47
48
49 50