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
426
$66.7K 0.02%
1,250
-1,100
427
$66.3K 0.02%
862
-2,065
428
$66.2K 0.02%
9,848
-791
429
$65.7K 0.02%
446
-159
430
$65.5K 0.02%
4,980
431
$64.8K 0.02%
634
-834
432
$64.3K 0.02%
1,536
-1,149
433
$63.9K 0.02%
788
-454
434
$63.4K 0.02%
1,700
435
$62.4K 0.02%
1,094
-815
436
$62.1K 0.02%
580
-6
437
$62.1K 0.02%
630
-34
438
$61.8K 0.02%
880
-350
439
$60.7K 0.02%
264
-423
440
$60.4K 0.02%
4,480
-7,400
441
$59.5K 0.02%
13,000
442
$59.5K 0.02%
1,466
-1,766
443
$59.1K 0.02%
1,969
444
$58.9K 0.02%
1,078
-11
445
$58.8K 0.02%
1,350
446
$58K 0.02%
2,226
-24
447
$57.6K 0.02%
962
448
$57.3K 0.02%
4,000
449
$57.1K 0.02%
1,416
-578
450
$56.6K 0.02%
2,250
-6,604
16 17
18
19 20