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
751
$18.1K 0.01%
82
752
$18K 0.01%
280
-188
753
$17.9K 0.01%
304
754
$17.7K 0.01%
100
755
$17.7K 0.01%
500
756
$17.6K 0.01%
350
757
$17.6K 0.01%
+564
758
$17.6K 0.01%
350
+104
759
$17.5K 0.01%
166
-2
760
$17.3K 0.01%
396
761
$17.2K 0.01%
250
-50
762
$17.2K 0.01%
200
763
$17.2K 0.01%
188
+14
764
$17.1K 0.01%
92
+22
765
$17.1K 0.01%
1,094
766
$17K 0.01%
500
-2,692
767
$16.9K 0.01%
706
768
$16.9K 0.01%
680
769
$16.9K 0.01%
700
770
$16.8K 0.01%
122
771
$16.5K 0.01%
100
772
$16.5K 0.01%
86
773
$16.5K 0.01%
+10
774
$16.5K 0.01%
118
775
$16.4K 0.01%
76
29 30
31
32 33