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
$354M
AUM Growth
+$538K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,377
New
Increased
Reduced
Closed

Top Buys

1
+$906K
2
+$816K
3
+$773K
4
ADI icon
Analog Devices
ADI
+$749K
5
FRC
First Republic Bank
FRC
+$710K

Top Sells

1
+$5.36M
2
+$1.83M
3
+$876K
4
CVS icon
CVS Health
CVS
+$781K
5
CLX icon
Clorox
CLX
+$726K

Sector Composition

1 Healthcare 15.51%
2 Technology 14.42%
3 Energy 9.8%
4 Financials 9.4%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
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