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
901
$10.6K ﹤0.01%
400
902
$10.5K ﹤0.01%
1,252
903
$10.5K ﹤0.01%
350
904
$10.5K ﹤0.01%
611
-1
905
$10.5K ﹤0.01%
200
906
$10.5K ﹤0.01%
19
907
$10.4K ﹤0.01%
506
908
$10.4K ﹤0.01%
190
909
$10.3K ﹤0.01%
238
910
$10.2K ﹤0.01%
427
-9
911
$10.2K ﹤0.01%
+200
912
$10.1K ﹤0.01%
200
913
$10.1K ﹤0.01%
100
914
$10K ﹤0.01%
+200
915
$10K ﹤0.01%
237
916
$9.97K ﹤0.01%
1,259
917
$9.94K ﹤0.01%
842
918
$9.94K ﹤0.01%
220
919
$9.9K ﹤0.01%
100
920
$9.89K ﹤0.01%
225
-151
921
$9.88K ﹤0.01%
300
922
$9.8K ﹤0.01%
192
923
$9.73K ﹤0.01%
974
924
$9.68K ﹤0.01%
105
-1
925
$9.65K ﹤0.01%
171
-1
35 36
37
38 39