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
551
$45.8K 0.01%
2,000
-80
552
$45.6K 0.01%
2,000
553
$45.4K 0.01%
1,000
-7,326
554
$45.4K 0.01%
2,896
+260
555
$45.3K 0.01%
1,138
+490
556
$45.1K 0.01%
4,076
557
$45K 0.01%
658
558
$44.6K 0.01%
376
559
$44.1K 0.01%
+810
560
$44K 0.01%
855
561
$43.9K 0.01%
1,626
562
$43.7K 0.01%
600
563
$43.7K 0.01%
850
564
$43.6K 0.01%
+200
565
$43.4K 0.01%
656
566
$43.1K 0.01%
1,080
567
$43K 0.01%
750
-450
568
$43K 0.01%
1,016
569
$42.6K 0.01%
1,200
+1,000
570
$41.7K 0.01%
3,864
571
$41.6K 0.01%
1,148
-16
572
$41.5K 0.01%
600
573
$41.5K 0.01%
680
574
$41.4K 0.01%
916
575
$41.4K 0.01%
830
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