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
576
$30.1K 0.01%
630
577
$30.1K 0.01%
350
-350
578
$30K 0.01%
800
579
$29.9K 0.01%
910
+1
580
$29.9K 0.01%
248
+17
581
$29.9K 0.01%
937
582
$29.8K 0.01%
732
-400
583
$29.1K 0.01%
700
584
$28.9K 0.01%
566
-999
585
$28.4K 0.01%
600
-1,050
586
$28.4K 0.01%
258
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587
$28.1K 0.01%
478
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588
$28.1K 0.01%
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589
$28.1K 0.01%
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-22
590
$27.8K 0.01%
1,300
-1,300
591
$27.6K 0.01%
800
592
$27.6K 0.01%
1,000
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$27.4K 0.01%
642
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$27.3K 0.01%
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$26.8K 0.01%
3,550
596
$26.7K 0.01%
593
597
$26.5K 0.01%
690
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$26.3K 0.01%
440
599
$26.3K 0.01%
408
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600
$26.1K 0.01%
1,369
22 23
24
25 26