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
$318M
AUM Growth
-$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,319
New
Increased
Reduced
Closed

Top Buys

1
+$669K
2
+$632K
3
+$555K
4
PH icon
Parker-Hannifin
PH
+$545K
5
DE icon
Deere & Co
DE
+$480K

Top Sells

1
+$2.6M
2
+$1.56M
3
+$1.38M
4
AVGO icon
Broadcom
AVGO
+$1.26M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.2M

Sector Composition

1 Technology 17.92%
2 Healthcare 11.87%
3 Financials 11.02%
4 Energy 8.62%
5 Consumer Discretionary 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$8.66K ﹤0.01%
298
927
$8.63K ﹤0.01%
100
928
$8.61K ﹤0.01%
352
929
$8.6K ﹤0.01%
124
930
$8.33K ﹤0.01%
246
931
$8.27K ﹤0.01%
276
-36
932
$8.25K ﹤0.01%
266
933
$8.14K ﹤0.01%
1,000
934
$8.11K ﹤0.01%
558
935
$8.03K ﹤0.01%
150
936
$8.01K ﹤0.01%
190
-2
937
$8K ﹤0.01%
168
938
$8K ﹤0.01%
80
939
$7.99K ﹤0.01%
300
940
$7.94K ﹤0.01%
328
941
$7.84K ﹤0.01%
100
942
$7.83K ﹤0.01%
1,648
943
$7.72K ﹤0.01%
102
944
$7.7K ﹤0.01%
90
945
$7.67K ﹤0.01%
110
946
$7.67K ﹤0.01%
206
947
$7.6K ﹤0.01%
2,000
948
$7.59K ﹤0.01%
264
949
$7.58K ﹤0.01%
900
+400
950
$7.57K ﹤0.01%
90
-4
36 37
38
39 40