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
451
$56.5K 0.02%
404
+1
452
$56.3K 0.02%
3,000
-5,610
453
$55.9K 0.02%
3,320
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454
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455
$55.8K 0.02%
714
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456
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486
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458
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459
$55K 0.02%
1,500
460
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1,200
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461
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1,550
-4,835
462
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456
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300
464
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498
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465
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$50.9K 0.02%
1,136
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$50.9K 0.02%
1,114
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$50.7K 0.02%
496
-236
475
$50.5K 0.02%
426
-399
17 18
19
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