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
826
$14.9K ﹤0.01%
850
+50
827
$14.9K ﹤0.01%
247
-1
828
$14.8K ﹤0.01%
+750
829
$14.8K ﹤0.01%
1,200
830
$14.7K ﹤0.01%
563
-1
831
$14.7K ﹤0.01%
550
832
$14.7K ﹤0.01%
400
833
$14.6K ﹤0.01%
338
834
$14.5K ﹤0.01%
140
+40
835
$14.4K ﹤0.01%
295
+95
836
$14.3K ﹤0.01%
100
837
$14.2K ﹤0.01%
105
+3
838
$14.2K ﹤0.01%
500
839
$14.1K ﹤0.01%
127
-1
840
$14.1K ﹤0.01%
2,073
841
$14.1K ﹤0.01%
328
842
$14K ﹤0.01%
695
-138
843
$14K ﹤0.01%
1,000
-100
844
$13.8K ﹤0.01%
505
-1
845
$13.8K ﹤0.01%
320
+100
846
$13.8K ﹤0.01%
231
-1
847
$13.7K ﹤0.01%
111
-1
848
$13.7K ﹤0.01%
700
849
$13.6K ﹤0.01%
212
+2
850
$13.5K ﹤0.01%
360
32 33
34
35 36