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
701
$16.9K 0.01%
500
+7
702
$16.8K 0.01%
700
-75
703
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110
+1
704
$16.7K 0.01%
90
+1
705
$16.4K 0.01%
860
706
$16.3K 0.01%
372
-1,350
707
$16.3K 0.01%
350
708
$16.3K 0.01%
810
-325
709
$16.2K 0.01%
+400
710
$16.2K 0.01%
360
711
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372
-48
712
$16.2K 0.01%
390
713
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+250
714
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800
-50
715
$16K 0.01%
438
+3
716
$16K 0.01%
90
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717
$15.9K 0.01%
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$15.9K 0.01%
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719
$15.9K 0.01%
248
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721
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722
$15.8K 0.01%
208
723
$15.6K 0.01%
532
724
$15.5K 0.01%
318
+3
725
$15.4K 0.01%
106
+1
27 28
29
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