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
601
$40.8K 0.01%
325
-51
602
$40.8K 0.01%
+475
603
$40.8K 0.01%
3,038
604
$40.7K 0.01%
850
605
$40.5K 0.01%
336
+170
606
$40.2K 0.01%
+1,298
607
$40K 0.01%
360
608
$39.8K 0.01%
1,175
+99
609
$39.7K 0.01%
664
-160
610
$39.4K 0.01%
1,105
-31
611
$39.3K 0.01%
21
-1
612
$39.2K 0.01%
3,025
+349
613
$38.4K 0.01%
1,600
614
$38.3K 0.01%
+890
615
$37.7K 0.01%
668
-204
616
$37.5K 0.01%
300
617
$37.4K 0.01%
560
618
$37.4K 0.01%
705
+73
619
$37.3K 0.01%
1,560
-70
620
$36.8K 0.01%
1,671
-3
621
$36.7K 0.01%
221
+105
622
$36.5K 0.01%
750
623
$36.5K 0.01%
6,381
624
$36.5K 0.01%
930
+664
625
$36.4K 0.01%
439
+1
23 24
25
26 27