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
726
$15.3K 0.01%
410
-1,182
727
$15.3K 0.01%
732
+2
728
$15.3K 0.01%
358
729
$15.1K 0.01%
400
-400
730
$15.1K 0.01%
1,000
731
$15K 0.01%
400
732
$15K 0.01%
423
+1
733
$15K 0.01%
212
734
$15K 0.01%
106
+1
735
$15K 0.01%
496
+2
736
$14.9K ﹤0.01%
406
-949
737
$14.8K ﹤0.01%
320
738
$14.8K ﹤0.01%
100
739
$14.8K ﹤0.01%
+1,000
740
$14.6K ﹤0.01%
300
-615
741
$14.5K ﹤0.01%
1,000
742
$14.5K ﹤0.01%
2,430
+1
743
$14.4K ﹤0.01%
200
-574
744
$14.3K ﹤0.01%
328
745
$14.3K ﹤0.01%
100
-440
746
$14.3K ﹤0.01%
298
-97
747
$14.2K ﹤0.01%
232
+1
748
$14.2K ﹤0.01%
120
-20
749
$14.1K ﹤0.01%
200
750
$14.1K ﹤0.01%
500
28 29
30
31 32