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
$330M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,165
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$923K
3 +$700K
4
XYZ
Block Inc
XYZ
+$574K
5
ROKU icon
Roku
ROKU
+$506K

Top Sells

1 +$1.06M
2 +$777K
3 +$650K
4
YUM icon
Yum! Brands
YUM
+$645K
5
OXY icon
Occidental Petroleum
OXY
+$607K

Sector Composition

1 Technology 21.15%
2 Healthcare 14.41%
3 Financials 12.08%
4 Consumer Discretionary 9.94%
5 Energy 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$18K 0.01%
400
677
$18K 0.01%
112
678
$18K 0.01%
106
679
$18K 0.01%
412
680
$18K 0.01%
316
681
$18K 0.01%
+1,370
682
$18K 0.01%
328
683
$18K 0.01%
144
684
$18K 0.01%
890
685
$18K 0.01%
64
-20
686
$18K 0.01%
458
687
$18K 0.01%
412
-250
688
$18K 0.01%
+176
689
$18K 0.01%
754
690
$18K 0.01%
+1,054
691
$18K 0.01%
1,000
692
$18K 0.01%
154
693
$18K 0.01%
+700
694
$18K 0.01%
532
695
$18K 0.01%
1,850
+750
696
$18K 0.01%
90
697
$18K 0.01%
500
698
$18K 0.01%
532
+482
699
$18K 0.01%
2,146
700
$18K 0.01%
308