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
651
$29.7K 0.01%
632
+404
652
$29.6K 0.01%
1,018
-542
653
$29.5K 0.01%
+2,962
654
$29.5K 0.01%
600
-140
655
$29.3K 0.01%
216
+38
656
$29.2K 0.01%
110
657
$29.2K 0.01%
476
+276
658
$28.6K 0.01%
+200
659
$28.5K 0.01%
800
660
$28.1K 0.01%
1,426
661
$28.1K 0.01%
546
+270
662
$28K 0.01%
478
663
$27.7K 0.01%
937
-45
664
$27.7K 0.01%
700
665
$27.7K 0.01%
1,369
666
$27.6K 0.01%
438
667
$27.3K 0.01%
666
-50
668
$27.1K 0.01%
1,598
669
$27.1K 0.01%
460
670
$27.1K 0.01%
646
671
$27K 0.01%
1,126
672
$27K 0.01%
800
673
$27K 0.01%
2,388
674
$26.8K 0.01%
1,810
-190
675
$26.8K 0.01%
858
-1,564
25 26
27
28 29