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
476
$50.4K 0.02%
1,800
-1,200
477
$50.4K 0.02%
586
-299
478
$50.4K 0.02%
332
-610
479
$50.1K 0.02%
830
-597
480
$50K 0.02%
1,156
-324
481
$49.6K 0.02%
540
-85
482
$49.6K 0.02%
2,446
-250
483
$49.3K 0.02%
2,600
-1,195
484
$48.6K 0.02%
+1,566
485
$48.5K 0.02%
1,520
-1,520
486
$47.3K 0.02%
940
-1,344
487
$47K 0.02%
420
488
$47K 0.02%
600
489
$46.4K 0.02%
600
490
$46.2K 0.02%
2,456
-1,200
491
$46K 0.02%
700
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492
$45.4K 0.02%
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493
$45.3K 0.02%
2,000
494
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1,000
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495
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200
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496
$45K 0.01%
2,000
497
$44.9K 0.01%
388
498
$44.9K 0.01%
800
-400
499
$44.7K 0.01%
1,050
-636
500
$44.5K 0.01%
1,166
+236
18 19
20
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