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 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
1326
$2K ﹤0.01%
+40
1327
$2K ﹤0.01%
+50
1328
$2K ﹤0.01%
+93
1329
$2K ﹤0.01%
+200
1330
$2K ﹤0.01%
+36
1331
$1K ﹤0.01%
+70
1332
$1K ﹤0.01%
+128
1333
$1K ﹤0.01%
+76
1334
$1K ﹤0.01%
+153
1335
$1K ﹤0.01%
+39
1336
$1K ﹤0.01%
+32
1337
$1K ﹤0.01%
+48
1338
$1K ﹤0.01%
+25
1339
$1K ﹤0.01%
+10
1340
$1K ﹤0.01%
+100
1341
$1K ﹤0.01%
+100
1342
$1K ﹤0.01%
+70
1343
$1K ﹤0.01%
+750
1344
$1K ﹤0.01%
+16
1345
$1K ﹤0.01%
+125
1346
$1K ﹤0.01%
+21
1347
$1K ﹤0.01%
+88
1348
$1K ﹤0.01%
+79
1349
$1K ﹤0.01%
+13
1350
$1K ﹤0.01%
+66
52 53
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