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
1301
$2K ﹤0.01%
+85
1302
$2K ﹤0.01%
+50
1303
$2K ﹤0.01%
+40
1304
$2K ﹤0.01%
+281
1305
$2K ﹤0.01%
+42
1306
$2K ﹤0.01%
+105
1307
$2K ﹤0.01%
+81
1308
$2K ﹤0.01%
+50
1309
$2K ﹤0.01%
+73
1310
$2K ﹤0.01%
+300
1311
$2K ﹤0.01%
+74
1312
$2K ﹤0.01%
+87
1313
$2K ﹤0.01%
+200
1314
$2K ﹤0.01%
+19
1315
$2K ﹤0.01%
+200
1316
$2K ﹤0.01%
+485
1317
$2K ﹤0.01%
+250
1318
$2K ﹤0.01%
+40
1319
$2K ﹤0.01%
+50
1320
$2K ﹤0.01%
+93
1321
$2K ﹤0.01%
+200
1322
$2K ﹤0.01%
+36
1323
$2K ﹤0.01%
+24
1324
$2K ﹤0.01%
+57
1325
$2K ﹤0.01%
+39
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