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
701
$23K 0.01%
726
702
$22.9K 0.01%
402
+162
703
$22.9K 0.01%
410
704
$22.8K 0.01%
1,136
705
$22.7K 0.01%
700
706
$22.6K 0.01%
1,645
707
$22.5K 0.01%
166
+2
708
$22.4K 0.01%
609
+39
709
$22.3K 0.01%
424
710
$22.1K 0.01%
704
-194
711
$22.1K 0.01%
400
712
$22K 0.01%
26
713
$21.9K 0.01%
962
714
$21.9K 0.01%
424
+88
715
$21.6K 0.01%
472
716
$21.6K 0.01%
388
717
$21.3K 0.01%
66
718
$21.2K 0.01%
718
719
$21.1K 0.01%
+326
720
$21.1K 0.01%
1,100
+124
721
$21K 0.01%
1,350
722
$21K 0.01%
1,060
+654
723
$20.9K 0.01%
1,020
724
$20.9K 0.01%
984
-608
725
$20.8K 0.01%
526
27 28
29
30 31