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
1226
$3K ﹤0.01%
+640
1227
$3K ﹤0.01%
+392
1228
$3K ﹤0.01%
+6
1229
$3K ﹤0.01%
+82
1230
$3K ﹤0.01%
+17
1231
$3K ﹤0.01%
+50
1232
$3K ﹤0.01%
+53
1233
$3K ﹤0.01%
+164
1234
$3K ﹤0.01%
+145
1235
$3K ﹤0.01%
+78
1236
$3K ﹤0.01%
+78
1237
$3K ﹤0.01%
+146
1238
$3K ﹤0.01%
+1
1239
$3K ﹤0.01%
+200
1240
$3K ﹤0.01%
+101
1241
$3K ﹤0.01%
+200
1242
$3K ﹤0.01%
+226
1243
$3K ﹤0.01%
+37
1244
$3K ﹤0.01%
+44
1245
$3K ﹤0.01%
+62
1246
$3K ﹤0.01%
+172
1247
$3K ﹤0.01%
+600
1248
$3K ﹤0.01%
+45
1249
$3K ﹤0.01%
+1,000
1250
$3K ﹤0.01%
+2,700
48 49
50
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