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
676
$19.1K 0.01%
296
+100
677
$19.1K 0.01%
1,500
678
$18.9K 0.01%
974
679
$18.8K 0.01%
100
680
$18.7K 0.01%
500
681
$18.6K 0.01%
284
-73
682
$18.4K 0.01%
168
683
$18.4K 0.01%
+125
684
$18.2K 0.01%
414
-232
685
$18K 0.01%
130
+1
686
$18K 0.01%
862
-100
687
$17.9K 0.01%
700
-125
688
$17.8K 0.01%
200
689
$17.6K 0.01%
422
690
$17.5K 0.01%
146
-599
691
$17.2K 0.01%
500
-830
692
$17.1K 0.01%
412
693
$17.1K 0.01%
507
-1,337
694
$17.1K 0.01%
750
-1,035
695
$17K 0.01%
232
+1
696
$17K 0.01%
200
697
$17K 0.01%
178
698
$16.9K 0.01%
1,094
+1
699
$16.9K 0.01%
2,146
700
$16.9K 0.01%
626
-4,099
26 27
28
29 30