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
1326
$2K ﹤0.01%
+19
1327
$2K ﹤0.01%
+485
1328
$2K ﹤0.01%
+200
1329
$2K ﹤0.01%
+36
1330
$1K ﹤0.01%
+48
1331
$1K ﹤0.01%
+50
1332
$1K ﹤0.01%
+26
1333
$1K ﹤0.01%
+70
1334
$1K ﹤0.01%
+128
1335
$1K ﹤0.01%
+76
1336
$1K ﹤0.01%
+153
1337
$1K ﹤0.01%
+39
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%
+125
1345
$1K ﹤0.01%
+21
1346
$1K ﹤0.01%
+81
1347
$1K ﹤0.01%
+20
1348
$1K ﹤0.01%
+65
1349
$1K ﹤0.01%
+51
1350
$1K ﹤0.01%
+55
52 53
54
55 56