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
$318M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,319
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$632K
3
+$555K
4
PH icon
Parker-Hannifin
PH
+$545K
5
DE icon
Deere & Co
DE
+$480K

Top Sells

1
+$2.6M
2
+$1.56M
3
+$1.38M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M

Sector Composition

1 Technology 17.92%
2 Healthcare 11.87%
3 Financials 11.02%
4 Energy 8.62%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$77.9K 0.02%
1,296
+318
452
$77.3K 0.02%
690
453
$77.2K 0.02%
1,566
+100
454
$76.7K 0.02%
1,026
+876
455
$75.1K 0.02%
732
456
$74.9K 0.02%
1,936
+1,346
457
$74.8K 0.02%
542
458
$74.3K 0.02%
2,300
459
$74.2K 0.02%
930
+290
460
$73.9K 0.02%
1,746
461
$73.8K 0.02%
1,396
462
$73.5K 0.02%
1,436
+250
463
$73.4K 0.02%
1,642
464
$73.2K 0.02%
540
-484
465
$73.2K 0.02%
+3,150
466
$73.2K 0.02%
8,994
467
$73K 0.02%
876
468
$72.7K 0.02%
772
+76
469
$72.7K 0.02%
6,618
470
$72.3K 0.02%
1,844
+37
471
$72.1K 0.02%
1,650
472
$72K 0.02%
6,256
473
$70.8K 0.02%
3,796
+70
474
$70.6K 0.02%
774
+200
475
$70.5K 0.02%
1,994
+200
17 18
19
20 21