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
476
$70.4K 0.02%
1,724
477
$70.3K 0.02%
2,200
478
$70.3K 0.02%
5,126
-150
479
$69.7K 0.02%
860
+484
480
$69.7K 0.02%
8,938
481
$69.7K 0.02%
1,736
482
$69K 0.02%
5,000
483
$67.5K 0.02%
1,312
484
$67.1K 0.02%
4,250
+1,000
485
$67.1K 0.02%
1,960
-230
486
$67.1K 0.02%
5,330
+200
487
$66.8K 0.02%
4,000
488
$66.4K 0.02%
3,640
-750
489
$65.6K 0.02%
3,176
+200
490
$63.7K 0.02%
1,200
491
$63.3K 0.02%
454
-382
492
$63.3K 0.02%
4,748
493
$63.2K 0.02%
1,306
-1,816
494
$63K 0.02%
4,000
-840
495
$62.9K 0.02%
614
+24
496
$62.5K 0.02%
1,500
497
$62K 0.02%
1,400
498
$61.7K 0.02%
1,190
499
$61K 0.02%
624
500
$60.6K 0.02%
536
18 19
20
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