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
1251
$3K ﹤0.01%
+95
1252
$3K ﹤0.01%
+81
1253
$3K ﹤0.01%
+130
1254
$3K ﹤0.01%
+300
1255
$3K ﹤0.01%
+167
1256
$3K ﹤0.01%
+100
1257
$3K ﹤0.01%
+325
1258
$3K ﹤0.01%
+219
1259
$3K ﹤0.01%
+26
1260
$3K ﹤0.01%
+145
1261
$3K ﹤0.01%
+78
1262
$2K ﹤0.01%
+30
1263
$2K ﹤0.01%
+190
1264
$2K ﹤0.01%
+37
1265
$2K ﹤0.01%
+73
1266
$2K ﹤0.01%
+250
1267
$2K ﹤0.01%
+40
1268
$2K ﹤0.01%
+50
1269
$2K ﹤0.01%
+132
1270
$2K ﹤0.01%
+28
1271
$2K ﹤0.01%
+91
1272
$2K ﹤0.01%
+75
1273
$2K ﹤0.01%
+64
1274
$2K ﹤0.01%
+264
1275
$2K ﹤0.01%
+39
49 50
51
52 53