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
$353M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,343
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.54M
3
+$1.54M
4
AAPL icon
Apple
AAPL
+$829K
5
CNC icon
Centene
CNC
+$739K

Top Sells

1
+$2.6M
2
+$1.93M
3
+$1.93M
4
IYF icon
iShares US Financials ETF
IYF
+$1.92M
5
ROC
ROCKWOOD HLDGS INC
ROC
+$1.76M

Sector Composition

1 Healthcare 14.82%
2 Technology 13.94%
3 Energy 10.23%
4 Industrials 10.12%
5 Financials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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