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
751
$14K ﹤0.01%
700
752
$14K ﹤0.01%
1,500
+250
753
$13.9K ﹤0.01%
282
754
$13.8K ﹤0.01%
112
+1
755
$13.7K ﹤0.01%
106
+2
756
$13.7K ﹤0.01%
+350
757
$13.6K ﹤0.01%
416
-59
758
$13.5K ﹤0.01%
656
-404
759
$13.4K ﹤0.01%
800
-645
760
$13.4K ﹤0.01%
304
+4
761
$13.2K ﹤0.01%
160
-290
762
$13.2K ﹤0.01%
600
763
$13.1K ﹤0.01%
1,000
-1,325
764
$13.1K ﹤0.01%
500
-840
765
$13.1K ﹤0.01%
376
-799
766
$13.1K ﹤0.01%
350
767
$13K ﹤0.01%
330
-200
768
$12.9K ﹤0.01%
72
-85
769
$12.7K ﹤0.01%
144
770
$12.7K ﹤0.01%
220
-785
771
$12.7K ﹤0.01%
202
-76
772
$12.6K ﹤0.01%
250
773
$12.5K ﹤0.01%
252
+3
774
$12.5K ﹤0.01%
200
-105
775
$12.5K ﹤0.01%
300
29 30
31
32 33