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
726
$22.1K 0.01%
593
-16
727
$22K 0.01%
82
728
$22K 0.01%
1,445
-1
729
$21.9K 0.01%
65
-1
730
$21.9K 0.01%
960
-2
731
$21.8K 0.01%
245
-4,893
732
$21.8K 0.01%
825
-1,151
733
$21.3K 0.01%
1,425
-1,301
734
$21.2K 0.01%
622
735
$21.1K 0.01%
1,673
-1
736
$21K 0.01%
230
+100
737
$21K 0.01%
477
-1
738
$21K 0.01%
1,060
739
$21K 0.01%
1,136
740
$20.9K 0.01%
400
741
$20.9K 0.01%
526
742
$20.8K 0.01%
408
-27
743
$20.7K 0.01%
203
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744
$20.7K 0.01%
620
745
$20.7K 0.01%
392
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746
$20.4K 0.01%
430
747
$20.3K 0.01%
530
+180
748
$20.3K 0.01%
1,500
749
$20.2K 0.01%
1,285
-1
750
$20.2K 0.01%
784
-1
28 29
30
31 32