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
551
$35.6K 0.01%
800
552
$35.6K 0.01%
3,000
553
$35.3K 0.01%
1,738
-513
554
$35.2K 0.01%
6,600
-456
555
$35K 0.01%
456
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556
$33.8K 0.01%
750
557
$33.6K 0.01%
2,296
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558
$33.4K 0.01%
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559
$33.1K 0.01%
32
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560
$32.7K 0.01%
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561
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562
$31.7K 0.01%
412
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563
$31.7K 0.01%
890
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$31.6K 0.01%
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566
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568
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600
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418
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573
$30.7K 0.01%
376
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$30.3K 0.01%
204
575
$30.2K 0.01%
460
21 22
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