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
1301
$2K ﹤0.01%
+75
1302
$2K ﹤0.01%
+121
1303
$2K ﹤0.01%
+161
1304
$2K ﹤0.01%
+252
1305
$2K ﹤0.01%
+50
1306
$2K ﹤0.01%
+50
1307
$2K ﹤0.01%
+281
1308
$2K ﹤0.01%
+208
1309
$2K ﹤0.01%
+122
1310
$2K ﹤0.01%
+88
1311
$2K ﹤0.01%
+138
1312
$2K ﹤0.01%
+156
1313
$2K ﹤0.01%
+42
1314
$2K ﹤0.01%
+210
1315
$2K ﹤0.01%
+85
1316
$2K ﹤0.01%
+281
1317
$2K ﹤0.01%
+42
1318
$2K ﹤0.01%
+81
1319
$2K ﹤0.01%
+19
1320
$2K ﹤0.01%
+83
1321
$2K ﹤0.01%
+50
1322
$2K ﹤0.01%
+300
1323
$2K ﹤0.01%
+74
1324
$2K ﹤0.01%
+87
1325
$2K ﹤0.01%
+200
51 52
53
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