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
776
$12.4K ﹤0.01%
132
+5
777
$12.4K ﹤0.01%
260
+1
778
$12.3K ﹤0.01%
564
+1
779
$12.3K ﹤0.01%
176
+1
780
$12.3K ﹤0.01%
13
781
$12.3K ﹤0.01%
250
782
$12.1K ﹤0.01%
346
-274
783
$12K ﹤0.01%
126
+1
784
$11.9K ﹤0.01%
578
-684
785
$11.9K ﹤0.01%
346
+1
786
$11.9K ﹤0.01%
450
-75
787
$11.8K ﹤0.01%
206
-524
788
$11.8K ﹤0.01%
308
+253
789
$11.8K ﹤0.01%
800
-431
790
$11.8K ﹤0.01%
446
-700
791
$11.7K ﹤0.01%
500
792
$11.7K ﹤0.01%
96
+2
793
$11.5K ﹤0.01%
1,159
-6
794
$11.4K ﹤0.01%
296
-296
795
$11.3K ﹤0.01%
76
-124
796
$11.3K ﹤0.01%
+250
797
$11.3K ﹤0.01%
1,000
798
$11.2K ﹤0.01%
800
-2,955
799
$11.1K ﹤0.01%
180
800
$11K ﹤0.01%
1,800
30 31
32
33 34