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
526
$58.9K 0.02%
1,097
+551
527
$58.7K 0.02%
270
528
$58.7K 0.02%
918
-2
529
$57.7K 0.02%
+645
530
$57.7K 0.02%
300
-2
531
$57.1K 0.02%
+1,500
532
$56.6K 0.02%
+1,089
533
$56.5K 0.02%
1,592
-674
534
$56.3K 0.02%
1,875
-1
535
$55.7K 0.02%
1,005
+35
536
$55.7K 0.02%
2,402
537
$55.6K 0.02%
661
-1
538
$55.3K 0.02%
625
-1
539
$55.2K 0.02%
1,010
+600
540
$54.9K 0.02%
2,200
541
$54.6K 0.02%
1,275
-7,325
542
$54.2K 0.01%
1,969
+56
543
$54.1K 0.01%
3,600
544
$54.1K 0.01%
3,170
+274
545
$53.9K 0.01%
2,475
-701
546
$53.3K 0.01%
1,575
-6,801
547
$53.1K 0.01%
3,769
-1
548
$52.2K 0.01%
962
-4
549
$52K 0.01%
2,335
-1
550
$51.7K 0.01%
1,700
+440
20 21
22
23 24