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
$318M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,319
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$632K
3
+$555K
4
PH icon
Parker-Hannifin
PH
+$545K
5
DE icon
Deere & Co
DE
+$480K

Top Sells

1
+$2.6M
2
+$1.56M
3
+$1.38M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M

Sector Composition

1 Technology 17.92%
2 Healthcare 11.87%
3 Financials 11.02%
4 Energy 8.62%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$33.1K 0.01%
1,800
-1,500
627
$33.1K 0.01%
250
628
$33.1K 0.01%
786
629
$33.1K 0.01%
470
630
$32.8K 0.01%
830
631
$32.7K 0.01%
412
632
$32.7K 0.01%
4,032
633
$32.6K 0.01%
680
+240
634
$32.6K 0.01%
490
-200
635
$32.5K 0.01%
2,176
-1,000
636
$32.5K 0.01%
1,000
-7,726
637
$32.5K 0.01%
904
638
$32.3K 0.01%
+1,500
639
$32.2K 0.01%
990
640
$31.7K 0.01%
540
641
$31.4K 0.01%
800
642
$31.4K 0.01%
3,250
643
$31.4K 0.01%
654
+2
644
$31.3K 0.01%
814
645
$31.2K 0.01%
1,350
-1,200
646
$31.1K 0.01%
+300
647
$31.1K 0.01%
1,300
648
$30.9K 0.01%
900
-76
649
$30.7K 0.01%
1,116
650
$30.6K 0.01%
662
24 25
26
27 28