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
676
$26.7K 0.01%
1,060
-5,560
677
$26.6K 0.01%
200
678
$26.5K 0.01%
204
679
$26.1K 0.01%
626
680
$26.1K 0.01%
794
681
$26K 0.01%
950
682
$26K 0.01%
1,733
683
$25.9K 0.01%
1,500
-1,200
684
$25.8K 0.01%
3,550
+1,500
685
$25.7K 0.01%
1,446
686
$25.6K 0.01%
190
687
$25.5K 0.01%
+398
688
$25.5K 0.01%
1,758
689
$25.4K 0.01%
435
-369
690
$25.4K 0.01%
158
-190
691
$25.3K 0.01%
1,148
-262
692
$25.2K 0.01%
232
-100
693
$24.6K 0.01%
910
694
$24.4K 0.01%
852
695
$24.2K 0.01%
1,876
696
$24K 0.01%
649
+642
697
$23.4K 0.01%
400
698
$23.4K 0.01%
1,850
-2,400
699
$23.3K 0.01%
954
700
$23.1K 0.01%
446
26 27
28
29 30