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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$25.7K 0.01%
397
-1
702
$25.5K 0.01%
665
-1
703
$25.4K 0.01%
230
-2
704
$25.3K 0.01%
190
705
$25.3K 0.01%
471
-1
706
$25.2K 0.01%
1,262
+278
707
$25K 0.01%
726
708
$24.8K 0.01%
+495
709
$24.7K 0.01%
+586
710
$24.4K 0.01%
647
-2
711
$24.4K 0.01%
388
712
$24.1K 0.01%
+357
713
$24K 0.01%
954
714
$23.9K 0.01%
1,340
+500
715
$23.8K 0.01%
1,369
716
$23.7K 0.01%
+421
717
$23.5K 0.01%
402
-22
718
$23.1K 0.01%
394
-8
719
$23K 0.01%
650
-250
720
$22.9K 0.01%
1,135
-1
721
$22.6K 0.01%
325
-1
722
$22.6K 0.01%
170
723
$22.6K 0.01%
770
+404
724
$22.3K 0.01%
+592
725
$22.3K 0.01%
424
27 28
29
30 31