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
501
$66.4K 0.02%
1,400
502
$65.4K 0.02%
4,980
-350
503
$65.4K 0.02%
1,200
504
$65.3K 0.02%
774
505
$65.3K 0.02%
+1,000
506
$64.9K 0.02%
1,971
-1
507
$64.9K 0.02%
600
-14
508
$64.5K 0.02%
624
509
$64.2K 0.02%
1,500
510
$63.4K 0.02%
4,747
-1
511
$63.3K 0.02%
535
-1
512
$61.8K 0.02%
774
-3,652
513
$61.7K 0.02%
3,860
-140
514
$61.5K 0.02%
1,355
-9
515
$60.7K 0.02%
3,183
+347
516
$60.5K 0.02%
3,025
-1
517
$60.2K 0.02%
576
-1,926
518
$60K 0.02%
2,600
+1,300
519
$59.9K 0.02%
+586
520
$59.8K 0.02%
2,339
-1
521
$59.7K 0.02%
1,480
+1,200
522
$59.6K 0.02%
5,500
+500
523
$59.1K 0.02%
806
-2
524
$59.1K 0.02%
664
+34
525
$58.9K 0.02%
2,250
19 20
21
22 23