WEC

Winslow Evans & Crocker Portfolio holdings

AUM $528M
1-Year Est. Return 30.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.99%
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
+$8.12M
2
+$5.45M
3
+$4.65M
4
AGN
Allergan plc
AGN
+$4.28M
5
ORCL icon
Oracle
ORCL
+$4.24M

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
1226
$3K ﹤0.01%
+392
1227
$3K ﹤0.01%
+244
1228
$3K ﹤0.01%
+42
1229
$3K ﹤0.01%
+50
1230
$3K ﹤0.01%
+24
1231
$3K ﹤0.01%
+66
1232
$3K ﹤0.01%
+640
1233
$3K ﹤0.01%
+250
1234
$3K ﹤0.01%
+78
1235
$3K ﹤0.01%
+40
1236
$3K ﹤0.01%
+6
1237
$3K ﹤0.01%
+82
1238
$3K ﹤0.01%
+17
1239
$3K ﹤0.01%
+50
1240
$3K ﹤0.01%
+53
1241
$3K ﹤0.01%
+164
1242
$3K ﹤0.01%
+78
1243
$3K ﹤0.01%
+146
1244
$3K ﹤0.01%
+1
1245
$3K ﹤0.01%
+200
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%
+49
48 49
50
51 52