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 17.92%
2 Healthcare 11.87%
3 Financials 11.02%
4 Energy 8.62%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$52.7K 0.02%
270
527
$52.4K 0.02%
970
528
$52.1K 0.02%
3,770
-1,000
529
$51.8K 0.02%
2,336
+1,236
530
$51.3K 0.02%
4,694
+524
531
$50.9K 0.02%
626
532
$50.9K 0.02%
1,026
533
$50.3K 0.02%
906
-4,670
534
$50.3K 0.02%
3,756
535
$50.2K 0.02%
1,200
536
$50K 0.02%
966
+214
537
$49.5K 0.02%
432
538
$49.4K 0.02%
564
+4
539
$49.3K 0.02%
1,090
540
$49.2K 0.02%
600
541
$49.1K 0.02%
708
542
$48.9K 0.02%
404
543
$48K 0.02%
872
544
$47.9K 0.02%
758
+94
545
$47.4K 0.01%
1,630
-200
546
$46.8K 0.01%
1,976
+200
547
$46.8K 0.01%
+841
548
$46.6K 0.01%
200
549
$46.5K 0.01%
420
550
$45.8K 0.01%
1,012
-346
20 21
22
23 24