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
851
$8.34K ﹤0.01%
264
+4
852
$8.32K ﹤0.01%
498
+1
853
$8.24K ﹤0.01%
1,250
-1,000
854
$8.24K ﹤0.01%
376
855
$8.21K ﹤0.01%
52
+1
856
$8.08K ﹤0.01%
+100
857
$8.02K ﹤0.01%
400
-318
858
$7.99K ﹤0.01%
238
859
$7.85K ﹤0.01%
200
860
$7.78K ﹤0.01%
206
+1
861
$7.76K ﹤0.01%
170
-2,334
862
$7.75K ﹤0.01%
110
863
$7.74K ﹤0.01%
400
864
$7.71K ﹤0.01%
100
865
$7.63K ﹤0.01%
200
-1,000
866
$7.42K ﹤0.01%
200
-450
867
$7.38K ﹤0.01%
100
868
$7.36K ﹤0.01%
586
-1,087
869
$7.34K ﹤0.01%
312
-648
870
$7.31K ﹤0.01%
250
-805
871
$7.24K ﹤0.01%
146
-262
872
$7.2K ﹤0.01%
20
873
$7.17K ﹤0.01%
78
+1
874
$7.16K ﹤0.01%
212
-100
875
$7.11K ﹤0.01%
236
+1
33 34
35
36 37