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
826
$9.89K ﹤0.01%
220
827
$9.76K ﹤0.01%
400
828
$9.59K ﹤0.01%
190
829
$9.59K ﹤0.01%
100
830
$9.56K ﹤0.01%
246
+1
831
$9.47K ﹤0.01%
376
+1
832
$9.43K ﹤0.01%
+8
833
$9.31K ﹤0.01%
400
834
$9.31K ﹤0.01%
19
835
$9.23K ﹤0.01%
172
+1
836
$9.22K ﹤0.01%
106
+1
837
$9.05K ﹤0.01%
168
838
$9.03K ﹤0.01%
300
839
$8.92K ﹤0.01%
110
840
$8.86K ﹤0.01%
586
-699
841
– –
0
842
$8.77K ﹤0.01%
383
-312
843
$8.75K ﹤0.01%
150
844
$8.63K ﹤0.01%
300
845
$8.51K ﹤0.01%
264
-86
846
$8.5K ﹤0.01%
558
847
$8.46K ﹤0.01%
330
+3
848
$8.38K ﹤0.01%
90
+1
849
$8.36K ﹤0.01%
76
-500
850
$8.36K ﹤0.01%
+68
32 33
34
35 36