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
576
$44.4K 0.01%
7,056
+3,024
577
$44.2K 0.01%
655
-1
578
$44.1K 0.01%
1,200
579
$44.1K 0.01%
3,345
-1
580
$44K 0.01%
1,138
581
$44K 0.01%
1,132
-16
582
$43.8K 0.01%
680
583
$43.6K 0.01%
1,080
584
$43.5K 0.01%
600
585
$43.4K 0.01%
1,330
-1,306
586
$43K 0.01%
1,785
-15
587
$42.8K 0.01%
915
-1
588
$42.6K 0.01%
890
-200
589
$42.6K 0.01%
49
+23
590
$42.5K 0.01%
3,864
591
$42.5K 0.01%
450
592
$42.3K 0.01%
479
-85
593
$42.1K 0.01%
965
-51
594
$41.9K 0.01%
2,251
-1,389
595
$41.4K 0.01%
+690
596
$41.3K 0.01%
2,000
597
$41.3K 0.01%
+4,750
598
$41.1K 0.01%
730
-176
599
$41.1K 0.01%
830
600
$40.9K 0.01%
658
22 23
24
25 26