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
376
$137K 0.04%
942
-86
377
$136K 0.04%
2,461
+69
378
$136K 0.04%
4,548
-3,700
379
$133K 0.04%
2,300
380
$132K 0.04%
3,428
+2,154
381
$132K 0.04%
5,275
-1
382
$131K 0.04%
2,438
-16
383
$131K 0.04%
2,560
+84
384
$131K 0.04%
5,640
-2,230
385
$128K 0.04%
1,217
-27
386
$127K 0.03%
3,238
+362
387
$126K 0.03%
5,430
-100
388
$126K 0.03%
1,559
-1
389
$124K 0.03%
4,270
390
$124K 0.03%
+1,200
391
$124K 0.03%
2,616
+400
392
$124K 0.03%
+1,178
393
$124K 0.03%
3,738
-3,342
394
$124K 0.03%
3,175
-1
395
$123K 0.03%
800
+600
396
$122K 0.03%
6,800
397
$121K 0.03%
1,325
-2,201
398
$120K 0.03%
1,735
+209
399
$120K 0.03%
9,995
-491
400
$120K 0.03%
3,572
+1,372
14 15
16
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