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
801
$11K ﹤0.01%
64
802
$10.9K ﹤0.01%
1,252
803
$10.9K ﹤0.01%
200
804
$10.9K ﹤0.01%
1,259
805
$10.9K ﹤0.01%
114
806
$10.9K ﹤0.01%
100
807
$10.8K ﹤0.01%
298
-64
808
$10.8K ﹤0.01%
244
-50
809
$10.7K ﹤0.01%
428
+1
810
$10.7K ﹤0.01%
228
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811
$10.6K ﹤0.01%
150
812
$10.6K ﹤0.01%
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813
$10.6K ﹤0.01%
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814
$10.6K ﹤0.01%
400
815
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817
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818
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820
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$10K ﹤0.01%
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823
$9.99K ﹤0.01%
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$9.98K ﹤0.01%
+200
825
$9.96K ﹤0.01%
80
31 32
33
34 35