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
$302M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,318
New
Increased
Reduced
Closed

Top Buys

1
+$490K
2
+$436K
3
+$384K
4
SINA
Sina Corp
SINA
+$367K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$358K

Top Sells

1
+$2.07M
2
+$1.81M
3
+$1.36M
4
META icon
Meta Platforms (Facebook)
META
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M

Sector Composition

1 Technology 20.31%
2 Healthcare 12.61%
3 Financials 12.42%
4 Consumer Discretionary 8.71%
5 Energy 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$91.8K 0.03%
6,000
-8,100
377
$91.4K 0.03%
5,878
-516
378
$90.7K 0.03%
5,600
-7,100
379
$89.3K 0.03%
2,676
-824
380
$88K 0.03%
5,400
381
$87.8K 0.03%
2,180
-436
382
$87.4K 0.03%
1,824
-350
383
$87.2K 0.03%
6,300
+1
384
$86.6K 0.03%
602
-239
385
$86.2K 0.03%
8,994
386
$84.9K 0.03%
1,200
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387
$83.4K 0.03%
4,800
-2,000
388
$83.2K 0.03%
1,400
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389
$82.6K 0.03%
1,650
390
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326
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526
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$79.1K 0.03%
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1,380
-1,474
399
$76.7K 0.03%
1,983
-267
400
$76.5K 0.03%
890
-3,946
14 15
16
17 18