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
751
$20K 0.01%
+739
752
$20K 0.01%
625
-1
753
$19.9K 0.01%
800
754
$19.4K 0.01%
554
-240
755
$19.2K 0.01%
180
-18
756
$19K 0.01%
208
-2
757
$18.9K 0.01%
165
-1
758
$18.9K 0.01%
680
759
$18.8K 0.01%
+47
760
$18.8K 0.01%
775
+75
761
$18.7K 0.01%
337
-13
762
$18.4K 0.01%
168
763
$18.3K 0.01%
1,000
+300
764
$18.3K 0.01%
350
765
$18.2K 0.01%
250
766
$18.2K 0.01%
100
767
$18.2K 0.01%
+258
768
$18.2K 0.01%
817
-331
769
$18.1K 0.01%
500
770
$18K ﹤0.01%
109
+59
771
$18K ﹤0.01%
+278
772
$17.9K ﹤0.01%
400
773
$17.8K ﹤0.01%
+1,000
774
$17.8K ﹤0.01%
962
775
$17.6K ﹤0.01%
2,387
-1
29 30
31
32 33