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
526
$39.4K 0.01%
664
527
$39.2K 0.01%
400
528
$39.2K 0.01%
944
-136
529
$39.1K 0.01%
2,152
-1,031
530
$38.8K 0.01%
+406
531
$38.5K 0.01%
634
+166
532
$38.5K 0.01%
2,870
-475
533
$38.4K 0.01%
22
+1
534
$38.4K 0.01%
576
-1,263
535
$38.2K 0.01%
1,674
+3
536
$38.2K 0.01%
658
-50
537
$38.1K 0.01%
672
+4
538
$38K 0.01%
250
-230
539
$37.8K 0.01%
+606
540
$37.4K 0.01%
672
-425
541
$37.3K 0.01%
6,381
542
$37.1K 0.01%
2,000
543
$36.8K 0.01%
690
-980
544
$36.8K 0.01%
1,298
545
$36.6K 0.01%
650
-950
546
$36.3K 0.01%
2,000
547
$36.1K 0.01%
2,518
548
$36K 0.01%
1,210
+201
549
$36K 0.01%
200
550
$35.8K 0.01%
786
+1
20 21
22
23 24