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
176
$408K 0.14%
+4,074
177
$406K 0.14%
+23,903
178
$397K 0.14%
+14,163
179
$396K 0.14%
+6,413
180
$393K 0.13%
+3,330
181
$393K 0.13%
+2,656
182
$392K 0.13%
+3,763
183
$390K 0.13%
+12,290
184
$387K 0.13%
+7,000
185
$382K 0.13%
+14,678
186
$379K 0.13%
+11,828
187
$377K 0.13%
+7,988
188
$374K 0.13%
+21,202
189
$370K 0.13%
+14,479
190
$367K 0.13%
+8,982
191
$365K 0.12%
+5,140
192
$363K 0.12%
+23,319
193
$362K 0.12%
+14,550
194
$356K 0.12%
+13,529
195
$349K 0.12%
+23,620
196
$348K 0.12%
+4,544
197
$344K 0.12%
+7,008
198
$341K 0.12%
+7,255
199
$333K 0.11%
+15,720
200
$330K 0.11%
+5,285
6 7
8
9 10