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
801
$15.8K ﹤0.01%
1,231
-414
802
$15.7K ﹤0.01%
+532
803
$15.7K ﹤0.01%
+200
804
$15.7K ﹤0.01%
127
-1
805
$15.6K ﹤0.01%
89
-3
806
$15.6K ﹤0.01%
75
-1
807
$15.6K ﹤0.01%
300
+174
808
$15.6K ﹤0.01%
231
-1
809
$15.6K ﹤0.01%
1,550
-1,830
810
$15.5K ﹤0.01%
184
811
$15.5K ﹤0.01%
422
-350
812
$15.4K ﹤0.01%
300
813
$15.4K ﹤0.01%
178
814
$15.4K ﹤0.01%
390
815
$15.2K ﹤0.01%
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816
$15.2K ﹤0.01%
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817
$15.2K ﹤0.01%
500
818
$15.1K ﹤0.01%
282
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819
$15K ﹤0.01%
645
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820
$15K ﹤0.01%
+315
821
$15K ﹤0.01%
1,000
822
$15K ﹤0.01%
494
-2
823
$15K ﹤0.01%
2,429
-1
824
$14.9K ﹤0.01%
+435
825
$14.9K ﹤0.01%
284
-66
31 32
33
34 35