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
351
$155K 0.04%
2,215
-199
352
$154K 0.04%
2,854
-1,226
353
$154K 0.04%
2,000
354
$153K 0.04%
13,639
-775
355
$153K 0.04%
687
-101
356
$152K 0.04%
5,213
-1
357
$151K 0.04%
1,200
358
$150K 0.04%
3,274
+266
359
$147K 0.04%
1,468
360
$147K 0.04%
2,350
-100
361
$147K 0.04%
11,880
+1,440
362
$146K 0.04%
1,050
363
$145K 0.04%
2,990
364
$144K 0.04%
2,622
-2,154
365
$144K 0.04%
4,839
+163
366
$143K 0.04%
1,839
-289
367
$143K 0.04%
7,150
368
$142K 0.04%
3,376
369
$142K 0.04%
5,100
370
$141K 0.04%
1,000
371
$139K 0.04%
2,800
372
$139K 0.04%
5,092
+1,293
373
$139K 0.04%
723
-1
374
$139K 0.04%
8,100
-1,500
375
$137K 0.04%
1,243
+899
13 14
15
16 17