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
651
$20.7K 0.01%
1,600
-1,425
652
$20.7K 0.01%
3,105
-29,408
653
$20.6K 0.01%
740
+1
654
$20.5K 0.01%
324
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655
$20.5K 0.01%
248
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656
$20.4K 0.01%
1,454
+500
657
$20.4K 0.01%
172
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658
$20.4K 0.01%
430
659
$20.1K 0.01%
166
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660
$20.1K 0.01%
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661
$20K 0.01%
400
662
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663
$19.9K 0.01%
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-9,600
664
$19.9K 0.01%
800
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665
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$19.6K 0.01%
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$19.1K 0.01%
304
25 26
27
28 29