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
451
$90.5K 0.02%
1,743
+431
452
$89.5K 0.02%
1,600
453
$89.1K 0.02%
1,320
454
$88.6K 0.02%
2,250
-417
455
$86.7K 0.02%
1,427
+5
456
$86.4K 0.02%
10,639
-1,305
457
$86.2K 0.02%
6,299
-8,001
458
$86.2K 0.02%
1,564
-500
459
$85.3K 0.02%
1,650
460
$85K 0.02%
875
-3,175
461
$83.6K 0.02%
1,746
462
$83.4K 0.02%
2,640
-4,776
463
$83.3K 0.02%
1,250
464
$80.8K 0.02%
364
465
$80.6K 0.02%
4,000
+2,500
466
$80.6K 0.02%
1,600
467
$80.5K 0.02%
3,000
-900
468
$79.2K 0.02%
3,350
+200
469
$78.9K 0.02%
4,298
470
$78.8K 0.02%
1,686
+380
471
$78.5K 0.02%
1,565
-1
472
$77.4K 0.02%
1,670
-610
473
$76.7K 0.02%
540
-2
474
$75.2K 0.02%
1,650
475
$74.5K 0.02%
2,300
17 18
19
20 21