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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$87.3K 0.03%
2,666
+230
427
$86.8K 0.02%
1,104
428
$85.4K 0.02%
710
429
$85.1K 0.02%
6,670
430
$84.8K 0.02%
618
431
$84.4K 0.02%
2,520
+1,656
432
$84.4K 0.02%
4,000
433
$84.1K 0.02%
1,106
434
$83.7K 0.02%
2,170
435
$83.4K 0.02%
1,858
-1,356
436
$83K 0.02%
1,650
-180
437
$81.4K 0.02%
5,270
438
$81.4K 0.02%
2,096
-456
439
$81.1K 0.02%
2,228
440
$81K 0.02%
3,696
441
$80.4K 0.02%
1,564
442
$79.4K 0.02%
1,398
443
$79.2K 0.02%
6,000
444
$78.5K 0.02%
848
-56
445
$78.1K 0.02%
2,650
446
$77.9K 0.02%
4,050
447
$77.1K 0.02%
+1,000
448
$77K 0.02%
1,120
449
$75.5K 0.02%
2,520
450
$75.4K 0.02%
846
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