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
876
$7.08K ﹤0.01%
450
-1,550
877
$7.06K ﹤0.01%
126
+1
878
$6.99K ﹤0.01%
100
879
$6.98K ﹤0.01%
152
-150
880
$6.97K ﹤0.01%
300
-1,100
881
$6.97K ﹤0.01%
48
-74
882
$6.93K ﹤0.01%
68
+1
883
$6.88K ﹤0.01%
200
-880
884
$6.87K ﹤0.01%
166
+101
885
$6.82K ﹤0.01%
248
886
$6.78K ﹤0.01%
184
887
$6.74K ﹤0.01%
300
888
$6.7K ﹤0.01%
346
+1
889
$6.66K ﹤0.01%
766
-649
890
$6.6K ﹤0.01%
100
891
$6.59K ﹤0.01%
1,648
892
$6.59K ﹤0.01%
186
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893
$6.57K ﹤0.01%
80
+1
894
$6.54K ﹤0.01%
+100
895
$6.51K ﹤0.01%
152
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896
$6.5K ﹤0.01%
106
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897
$6.46K ﹤0.01%
100
898
$6.37K ﹤0.01%
150
899
$6.36K ﹤0.01%
612
+1
900
$6.3K ﹤0.01%
106
34 35
36
37 38