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
851
$13.5K ﹤0.01%
+302
852
$13.1K ﹤0.01%
600
853
$13.1K ﹤0.01%
210
-3,776
854
$13K ﹤0.01%
64
855
$13K ﹤0.01%
175
-1
856
$12.9K ﹤0.01%
500
857
$12.9K ﹤0.01%
422
-16
858
$12.9K ﹤0.01%
300
-4
859
$12.7K ﹤0.01%
730
-1,446
860
$12.7K ﹤0.01%
600
-300
861
$12.6K ﹤0.01%
180
862
$12.6K ﹤0.01%
362
-2
863
$12.6K ﹤0.01%
200
864
$12.5K ﹤0.01%
294
865
$12.5K ﹤0.01%
250
866
$12.5K ﹤0.01%
200
867
$12.5K ﹤0.01%
200
868
$12.4K ﹤0.01%
13
869
$12.4K ﹤0.01%
1,250
870
$12.4K ﹤0.01%
+345
871
$12.4K ﹤0.01%
2,250
872
$12.3K ﹤0.01%
1,415
+225
873
$12.3K ﹤0.01%
+249
874
$12.2K ﹤0.01%
392
875
$12.2K ﹤0.01%
233
-1
33 34
35
36 37