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 12/31/20. The fund's latest filing disclosed 528MM in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 12/31/20. The fund's latest filing disclosed 528MM in positions, representing 88% of the manager's regulatory AUM.
WINSLOW EVANS & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WINSLOW EVANS & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.42% | Tech | -4.81% | -0.5% | 0 | 52% | ||
| MSFT | 4.32% | Tech | 10.96% | 0.29% | 0 | 50% | ||
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FEATURED IN
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
6TH FLOOR
BOSTON, Massachusetts
UNITED STATES, 02110
WINSLOW EVANS & Contact Information
Phone Number: 617-227-4300
Fax Number: 617-227-5505
Website: null
Fax Number: 617-227-5505
Website: null
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