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
451
$74.5K 0.02%
2,233
-149
452
$74.2K 0.02%
3,550
453
$74.1K 0.02%
1,106
454
$73.2K 0.02%
19,722
-1,180
455
$72.8K 0.02%
1,816
456
$72.5K 0.02%
1,497
+34
457
$72.5K 0.02%
2,722
458
$72.1K 0.02%
1,080
+220
459
$72K 0.02%
1,688
-596
460
$71.8K 0.02%
1,150
461
$71.3K 0.02%
2,200
462
$71K 0.02%
4,172
-10,420
463
$70.9K 0.02%
1,368
-8,076
464
$70.5K 0.02%
4,060
465
$70.5K 0.02%
1,806
466
$70.4K 0.02%
1,104
+4
467
$70.1K 0.02%
572
+300
468
$69.2K 0.02%
1,502
469
$69K 0.02%
+1,600
470
$68.9K 0.02%
2,800
-1,390
471
$68.7K 0.02%
3,976
-3,622
472
$68.4K 0.02%
2,506
+1,658
473
$68.1K 0.02%
1,590
474
$67.8K 0.02%
1,326
+876
475
$67.3K 0.02%
4,800
+200
17 18
19
20 21