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
776
$16.4K 0.01%
130
+10
777
$16.4K 0.01%
210
+12
778
$16.3K 0.01%
412
779
$16.2K 0.01%
440
780
$16.2K 0.01%
2,146
781
$16.2K 0.01%
860
+160
782
$16.1K 0.01%
370
783
$16K 0.01%
294
+78
784
$16K 0.01%
2,170
-2,860
785
$15.9K 0.01%
833
+69
786
$15.9K 0.01%
376
787
$15.8K 0.01%
232
+200
788
$15.8K 0.01%
826
+300
789
$15.7K ﹤0.01%
400
790
$15.6K ﹤0.01%
+128
791
$15.6K ﹤0.01%
1,066
792
$15.6K ﹤0.01%
+184
793
$15.4K ﹤0.01%
1,200
794
$15.4K ﹤0.01%
178
-8
795
$15.3K ﹤0.01%
506
796
$15.2K ﹤0.01%
106
797
$15.1K ﹤0.01%
300
798
$15.1K ﹤0.01%
232
799
$14.8K ﹤0.01%
974
800
$14.8K ﹤0.01%
550
30 31
32
33 34