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
1376
$1K ﹤0.01%
+300
1377
$1K ﹤0.01%
+134
1378
$1K ﹤0.01%
+100
1379
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+125
1380
$1K ﹤0.01%
+21
1381
$1K ﹤0.01%
+88
1382
$1K ﹤0.01%
+79
1383
$1K ﹤0.01%
+13
1384
$1K ﹤0.01%
+66
1385
$1K ﹤0.01%
+100
1386
$0 ﹤0.01%
+13
1387
$0 ﹤0.01%
+1
1388
$0 ﹤0.01%
+1
1389
$0 ﹤0.01%
+10
1390
– –
0
1391
$0 ﹤0.01%
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1392
$0 ﹤0.01%
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1393
$0 ﹤0.01%
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1394
$0 ﹤0.01%
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1395
$0 ﹤0.01%
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1396
$0 ﹤0.01%
+1
1397
$0 ﹤0.01%
+4
1398
$0 ﹤0.01%
+2
1399
$0 ﹤0.01%
+8
1400
$0 ﹤0.01%
+28
54 55
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