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
901
$6.26K ﹤0.01%
100
902
$6.25K ﹤0.01%
110
-172
903
$6.2K ﹤0.01%
150
904
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50
+1
905
$6.16K ﹤0.01%
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906
$6.16K ﹤0.01%
56
+1
907
$6.11K ﹤0.01%
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908
$6.1K ﹤0.01%
100
909
$6.02K ﹤0.01%
102
+2
910
$5.99K ﹤0.01%
80
+1
911
$5.92K ﹤0.01%
358
912
$5.9K ﹤0.01%
226
913
$5.81K ﹤0.01%
180
+1
914
$5.72K ﹤0.01%
96
+1
915
$5.69K ﹤0.01%
80
-1,655
916
$5.67K ﹤0.01%
76
-15
917
$5.66K ﹤0.01%
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-9
918
$5.6K ﹤0.01%
100
919
$5.55K ﹤0.01%
402
920
$5.53K ﹤0.01%
300
+283
921
$5.5K ﹤0.01%
60
922
$5.49K ﹤0.01%
146
-959
923
$5.46K ﹤0.01%
576
+101
924
$5.37K ﹤0.01%
110
925
$5.31K ﹤0.01%
356
+1
35 36
37
38 39