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
601
$25.7K 0.01%
378
-1,370
602
$25.7K 0.01%
950
603
$25.4K 0.01%
1,140
+323
604
$25.3K 0.01%
451
-130
605
$25.1K 0.01%
204
+1
606
$25.1K 0.01%
190
607
$24.9K 0.01%
2,208
-900
608
$24.8K 0.01%
1,224
+1
609
$24.7K 0.01%
334
-105
610
$24.7K 0.01%
826
-799
611
$24.7K 0.01%
1,260
-300
612
$24.2K 0.01%
726
613
$24.2K 0.01%
421
-411
614
$24.2K 0.01%
586
615
$24.2K 0.01%
170
616
$24.1K 0.01%
394
617
$24K 0.01%
1,300
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618
$24K 0.01%
1,136
619
$24K 0.01%
402
620
$23.9K 0.01%
2,388
+1
621
$23.9K 0.01%
388
622
$23.6K 0.01%
1,733
623
$23.5K 0.01%
460
-441
624
$23.4K 0.01%
+2,500
625
$23.4K 0.01%
458
-299
23 24
25
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