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
401
$76.1K 0.03%
500
-259
402
$75.4K 0.03%
5,360
-6,045
403
$75.3K 0.03%
3,750
+725
404
$75.3K 0.02%
408
-315
405
$75.1K 0.02%
618
-1,034
406
$74K 0.02%
876
+1
407
$73.8K 0.02%
5,126
+1
408
$71.2K 0.02%
316
-1,734
409
$71.2K 0.02%
2,701
-2,391
410
$71K 0.02%
1,736
+4
411
$70.7K 0.02%
876
-2,074
412
$70.4K 0.02%
1,972
+1
413
$70.4K 0.02%
1,396
+1
414
$69.6K 0.02%
5,500
415
$69.5K 0.02%
2,094
-1,644
416
$69.3K 0.02%
700
-74
417
$69K 0.02%
1,400
418
$68.2K 0.02%
360
+1
419
$67.7K 0.02%
+1,114
420
$67.7K 0.02%
696
+51
421
$67.5K 0.02%
874
-1,245
422
$67.3K 0.02%
1,506
-2,939
423
$67.3K 0.02%
1,366
-4,894
424
$67K 0.02%
+3,000
425
$67K 0.02%
1,000
15 16
17
18 19