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
1201
$1.25K ﹤0.01%
14
1202
$1.24K ﹤0.01%
1
1203
$1.23K ﹤0.01%
500
1204
$1.19K ﹤0.01%
286
-238
1205
$1.17K ﹤0.01%
92
1206
$1.17K ﹤0.01%
54
-2
1207
$1.11K ﹤0.01%
8
-250
1208
$1.1K ﹤0.01%
26
-26
1209
$1.06K ﹤0.01%
24
-230
1210
$1.05K ﹤0.01%
66
1211
$1.02K ﹤0.01%
25
1212
$1K ﹤0.01%
30
-640
1213
$984 ﹤0.01%
112
1214
$970 ﹤0.01%
12
-12
1215
$968 ﹤0.01%
56
1216
$958 ﹤0.01%
30
1217
$944 ﹤0.01%
50
1218
$934 ﹤0.01%
1,376
1219
$874 ﹤0.01%
42
1220
$872 ﹤0.01%
52
1221
$854 ﹤0.01%
38
1222
$846 ﹤0.01%
50
1223
$816 ﹤0.01%
14
1224
$800 ﹤0.01%
+36
1225
$760 ﹤0.01%
40
+4
47 48
49
50 51