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
501
$44.4K 0.01%
754
-1,019
502
$44.4K 0.01%
3,864
503
$43.9K 0.01%
+1,200
504
$43.9K 0.01%
2,550
-620
505
$43.7K 0.01%
680
506
$43.4K 0.01%
500
-650
507
$43.4K 0.01%
1,188
-2,384
508
$43.3K 0.01%
966
+1
509
$43.1K 0.01%
3,600
-10,039
510
$43K 0.01%
1,800
-1,550
511
$42.5K 0.01%
480
+1
512
$42.5K 0.01%
530
-400
513
$42.3K 0.01%
1,100
-2,087
514
$42.2K 0.01%
1,640
-699
515
$42.2K 0.01%
764
-127
516
$42.1K 0.01%
2,700
-900
517
$42K 0.01%
+900
518
$42K 0.01%
222
+1
519
$41.8K 0.01%
300
520
$41.5K 0.01%
709
-79
521
$41.3K 0.01%
3,038
522
$41.2K 0.01%
200
523
$41K 0.01%
326
-1,641
524
$39.5K 0.01%
774
-56
525
$39.4K 0.01%
560
19 20
21
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