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 17.91%
2 Healthcare 11.87%
3 Financials 11.07%
4 Energy 8.62%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$59.6K 0.02%
2,340
502
$59.5K 0.02%
2,836
-440
503
$59.4K 0.02%
360
504
$59K 0.02%
3,026
505
$59K 0.02%
1,400
506
$58.8K 0.02%
808
507
$58K 0.02%
1,364
-18
508
$57.7K 0.02%
920
+632
509
$57.3K 0.02%
2,250
+300
510
$56.5K 0.02%
630
511
$56.4K 0.02%
1,913
-57
512
$56K 0.02%
2,050
-7,826
513
$55.4K 0.02%
1,876
514
$55.3K 0.02%
302
-8
515
$55K 0.02%
+1,000
516
$54.9K 0.02%
662
517
$54.7K 0.02%
2,402
518
$54.3K 0.02%
352
519
$54.2K 0.02%
834
520
$53.9K 0.02%
612
-966
521
$53.8K 0.02%
3,028
-120
522
$53.7K 0.02%
788
+745
523
$53.5K 0.02%
3,600
+300
524
$53K 0.02%
1,150
525
$53K 0.02%
2,200
19 20
21
22 23