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
551
$51.4K 0.01%
788
552
$51K 0.01%
1,100
+88
553
$50.8K 0.01%
3,755
-1
554
$50.6K 0.01%
2,696
+1,250
555
$50.4K 0.01%
4,249
-1
556
$50.3K 0.01%
13,000
557
$50.3K 0.01%
2,000
558
$50.2K 0.01%
431
-1
559
$49.6K 0.01%
477
-9
560
$49K 0.01%
403
-1
561
$48.8K 0.01%
1,625
-1
562
$48.7K 0.01%
891
+36
563
$48.1K 0.01%
1,850
-200
564
$47.8K 0.01%
700
-508
565
$47.1K 0.01%
388
-66
566
$46.9K 0.01%
420
567
$46.8K 0.01%
2,000
568
$45.7K 0.01%
2,000
569
$45.3K 0.01%
832
+584
570
$45.2K 0.01%
708
571
$45.1K 0.01%
1,350
572
$45K 0.01%
600
573
$44.8K 0.01%
750
574
$44.6K 0.01%
901
+60
575
$44.5K 0.01%
200
21 22
23
24 25