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
726
$20.8K 0.01%
198
+146
727
$20.8K 0.01%
400
728
$20.8K 0.01%
400
729
$20.7K 0.01%
620
+420
730
$20.6K 0.01%
1,674
731
$20.4K 0.01%
430
732
$20.2K 0.01%
1,136
733
$20.1K 0.01%
+785
734
$20.1K 0.01%
1,504
735
$19.9K 0.01%
204
736
$19.9K 0.01%
1,500
737
$19.7K 0.01%
500
738
$19.7K 0.01%
+170
739
$19.4K 0.01%
350
-9,156
740
$19.4K 0.01%
1,286
+50
741
$19.4K 0.01%
622
+200
742
$19.1K 0.01%
200
743
$19K 0.01%
1,230
-820
744
$18.9K 0.01%
116
+100
745
$18.8K 0.01%
166
+60
746
$18.5K 0.01%
800
747
$18.3K 0.01%
900
748
$18.2K 0.01%
168
749
$18.2K 0.01%
1,446
750
$18.2K 0.01%
620
-376
28 29
30
31 32