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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$304K 0.08%
1,814
+34
252
$304K 0.08%
3,292
-2
253
$302K 0.08%
2,794
254
$298K 0.08%
4,828
-2,850
255
$298K 0.08%
9,000
+2,174
256
$297K 0.08%
+21,360
257
$288K 0.08%
5,164
+4,164
258
$287K 0.08%
4,490
+50
259
$283K 0.08%
670
+50
260
$283K 0.08%
3,631
-1,963
261
$282K 0.08%
8,300
+4,650
262
$281K 0.08%
30,725
+2,999
263
$281K 0.08%
11,490
+400
264
$280K 0.08%
4,799
+1,693
265
$280K 0.08%
4,183
+297
266
$277K 0.08%
10,883
-859
267
$273K 0.07%
+14,100
268
$269K 0.07%
17,650
+6,774
269
$268K 0.07%
1,501
-27
270
$268K 0.07%
1,752
-2
271
$267K 0.07%
3,444
-50
272
$265K 0.07%
6,657
-149
273
$265K 0.07%
5,843
-1,001
274
$264K 0.07%
6,746
+3,374
275
$263K 0.07%
8,100
9 10
11
12 13