WINSLOW EVANS & Overview

Winslow Evans & Crocker Inc. is an investment advisor that manages 600.6 MM dollars in regulatory AUM and has 52 employees, of which 31 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 349MM in positions, representing 58% of the manager's regulatory AUM.

WINSLOW EVANS & StockAlpha

-2.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WINSLOW EVANS & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
NXPI 3.16% Tech -3.61% -0.19% 0 13%
XOM 2.47% Energy 2.87% -0.1% 0 29%
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FEATURED IN
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WINSLOW EVANS & Founders and Key Employees

Name Title In Position Since
Robert Bernard Maloney President & Chief Executive Officer May-1998
Tina Blakeley Maloney Chairman December-1999
Alfred Cutler Barnes Iii Mcnevin Senior Vice President February-2002
Vincent Joseph Sbano Senior Vice President, Resident Manager April-2004
Leonid Berline Chief Compliance Officer May-2006
Renate Von Krause-Westmacott Financial & Operations Principal January-2008
Raymond Charles Julian Senior Vice President. Shareholder February-2008
David Scott Strimaitis Senior Vice President. Fixed Income Sales October-2009
Robert Malachy Cully Senior Vice President Director Private Group January-2011

WINSLOW EVANS & Brokers, Custodians, Auditors and Administrators

Type Company

WINSLOW EVANS & Investment Strategy

WINSLOW EVANS & Portfolio Concentration

WINSLOW EVANS & Location

175 FEDERAL STREET
6TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110

WINSLOW EVANS & Contact Information

Phone Number: 617-227-4300
Fax Number: 617-227-5505
Website:

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