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
$319M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1 +$1.1M
2 +$787K
3 +$697K
4
TPL icon
Texas Pacific Land
TPL
+$558K
5
FTNT icon
Fortinet
FTNT
+$540K

Sector Composition

1 Technology 21.37%
2 Healthcare 12.74%
3 Financials 12.4%
4 Consumer Discretionary 10.09%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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