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
476
$74.5K 0.02%
875
-1
477
$74.4K 0.02%
930
478
$74.1K 0.02%
6,255
-1
479
$72.5K 0.02%
1,722
-2
480
$72.5K 0.02%
3,795
-1
481
$72K 0.02%
1,190
482
$71.7K 0.02%
1,395
-1
483
$71.1K 0.02%
951
-390
484
$71.1K 0.02%
1,732
-4
485
$70.5K 0.02%
5,125
-1
486
$70.4K 0.02%
846
-434
487
$70.4K 0.02%
860
488
$70K 0.02%
8,994
489
$69.7K 0.02%
1,994
490
$69.3K 0.02%
732
+120
491
$69.2K 0.02%
4,000
+500
492
$68.9K 0.02%
885
+285
493
$68.8K 0.02%
552
-181
494
$68.5K 0.02%
3,656
+628
495
$68.2K 0.02%
875
-3,375
496
$67.6K 0.02%
480
-60
497
$67.5K 0.02%
359
-1
498
$67.5K 0.02%
1,844
499
$66.7K 0.02%
1,150
500
$66.5K 0.02%
1,065
+589
18 19
20
21 22