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
1401
– –
0
1402
$0 ﹤0.01%
+2
1403
$0 ﹤0.01%
+200
1404
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+3
1405
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+6
1406
$0 ﹤0.01%
+8
1407
$0 ﹤0.01%
+11
1408
$0 ﹤0.01%
+35
1409
$0 ﹤0.01%
+2
1410
$0 ﹤0.01%
+3
1411
$0 ﹤0.01%
+8
1412
$0 ﹤0.01%
+430
1413
$0 ﹤0.01%
+66
1414
$0 ﹤0.01%
+18
1415
$0 ﹤0.01%
+10
1416
$0 ﹤0.01%
+11
1417
$0 ﹤0.01%
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1418
$0 ﹤0.01%
+526
1419
$0 ﹤0.01%
+62
1420
$0 ﹤0.01%
+6
1421
$0 ﹤0.01%
+20
1422
$0 ﹤0.01%
+8
1423
$0 ﹤0.01%
+4
1424
$0 ﹤0.01%
+163
1425
$0 ﹤0.01%
+8
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