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
776
$17.4K ﹤0.01%
86
777
$17.3K ﹤0.01%
200
778
$17.3K ﹤0.01%
620
779
$17.2K ﹤0.01%
83
+59
780
$17.2K ﹤0.01%
122
781
$17.2K ﹤0.01%
875
+49
782
$17.1K ﹤0.01%
187
-1
783
$17K ﹤0.01%
420
-440
784
$16.9K ﹤0.01%
395
-1
785
$16.8K ﹤0.01%
304
786
$16.8K ﹤0.01%
500
787
$16.7K ﹤0.01%
718
788
$16.7K ﹤0.01%
100
789
$16.7K ﹤0.01%
525
+75
790
$16.6K ﹤0.01%
2,146
791
$16.6K ﹤0.01%
305
+283
792
$16.6K ﹤0.01%
129
-1
793
$16.6K ﹤0.01%
412
794
$16.5K ﹤0.01%
117
-1
795
$16.4K ﹤0.01%
860
796
$16.3K ﹤0.01%
105
-1
797
$16.1K ﹤0.01%
1,065
-1
798
$16.1K ﹤0.01%
493
-211
799
$16K ﹤0.01%
358
-12
800
$16K ﹤0.01%
1,093
-1
30 31
32
33 34