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
1276
$2K ﹤0.01%
+75
1277
$2K ﹤0.01%
+121
1278
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+161
1279
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+252
1280
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+91
1281
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+75
1282
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+50
1283
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+50
1284
$2K ﹤0.01%
+281
1285
$2K ﹤0.01%
+64
1286
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+264
1287
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+190
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$2K ﹤0.01%
+37
1289
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+39
1290
$2K ﹤0.01%
+50
1291
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+208
1292
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+122
1293
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+88
1294
$2K ﹤0.01%
+49
1295
$2K ﹤0.01%
+138
1296
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+250
1297
$2K ﹤0.01%
+156
1298
$2K ﹤0.01%
+42
1299
$2K ﹤0.01%
+210
1300
$2K ﹤0.01%
+50
50 51
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