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
426
$105K 0.03%
1,638
-688
427
$104K 0.03%
1,085
+35
428
$104K 0.03%
1,050
+278
429
$104K 0.03%
745
-1,673
430
$103K 0.03%
325
-101
431
$103K 0.03%
1,880
+138
432
$103K 0.03%
2,000
433
$102K 0.03%
710
434
$101K 0.03%
2,174
435
$100K 0.03%
+9,600
436
$100K 0.03%
3,040
-590
437
$97.5K 0.03%
1,773
-201
438
$96.9K 0.03%
1,242
-1,456
439
$96.8K 0.03%
4,406
440
$96.5K 0.03%
605
-1
441
$96.5K 0.03%
825
+93
442
$95.9K 0.03%
1,044
-918
443
$94.6K 0.03%
2,000
444
$93.6K 0.03%
+1,000
445
$93.4K 0.03%
1,560
+80
446
$93.2K 0.03%
1,433
+675
447
$92.1K 0.03%
1,230
-1,004
448
$92K 0.03%
1,856
-2
449
$92K 0.03%
5,400
450
$90.7K 0.02%
845
-1
16 17
18
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