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
1351
$1K ﹤0.01%
+48
1352
$1K ﹤0.01%
+100
1353
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+49
1354
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+81
1355
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+100
1356
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+25
1357
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+28
1358
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+9
1359
$1K ﹤0.01%
+50
1360
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+26
1361
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+1
1362
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+25
1363
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+10
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+3
1365
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+45
1366
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+34
1367
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+52
1368
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+36
1369
$1K ﹤0.01%
+100
1370
$1K ﹤0.01%
+100
1371
$1K ﹤0.01%
+70
1372
$1K ﹤0.01%
+750
1373
$1K ﹤0.01%
+16
1374
$1K ﹤0.01%
+93
1375
$1K ﹤0.01%
+18
53 54
55
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