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
1251
$3K ﹤0.01%
+196
1252
$3K ﹤0.01%
+49
1253
$3K ﹤0.01%
+95
1254
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+244
1255
$3K ﹤0.01%
+24
1256
$3K ﹤0.01%
+81
1257
$3K ﹤0.01%
+42
1258
$3K ﹤0.01%
+50
1259
$3K ﹤0.01%
+250
1260
$3K ﹤0.01%
+78
1261
$3K ﹤0.01%
+40
1262
$2K ﹤0.01%
+43
1263
$2K ﹤0.01%
+145
1264
$2K ﹤0.01%
+132
1265
$2K ﹤0.01%
+363
1266
$2K ﹤0.01%
+23
1267
$2K ﹤0.01%
+30
1268
$2K ﹤0.01%
+28
1269
$2K ﹤0.01%
+30
1270
$2K ﹤0.01%
+34
1271
$2K ﹤0.01%
+69
1272
$2K ﹤0.01%
+37
1273
$2K ﹤0.01%
+100
1274
$2K ﹤0.01%
+40
1275
$2K ﹤0.01%
+113
49 50
51
52 53