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
926
$9.64K ﹤0.01%
+83
927
$9.5K ﹤0.01%
150
928
$9.47K ﹤0.01%
375
-1
929
$9.47K ﹤0.01%
309
-1
930
$9.42K ﹤0.01%
80
931
$9.4K ﹤0.01%
400
932
$9.37K ﹤0.01%
1,000
-600
933
$9.36K ﹤0.01%
245
-1
934
$9.3K ﹤0.01%
100
935
$9.29K ﹤0.01%
400
936
$9.27K ﹤0.01%
444
+92
937
$9.26K ﹤0.01%
100
938
$9.2K ﹤0.01%
312
939
$9.19K ﹤0.01%
175
-1
940
$9.19K ﹤0.01%
+630
941
$9.12K ﹤0.01%
+195
942
$9.03K ﹤0.01%
1,026
943
$9.01K ﹤0.01%
315
-1
944
$9K ﹤0.01%
+105
945
$8.97K ﹤0.01%
89
-1
946
$8.85K ﹤0.01%
84
947
$8.73K ﹤0.01%
171
-1
948
$8.66K ﹤0.01%
+255
949
$8.59K ﹤0.01%
300
950
$8.52K ﹤0.01%
85
-1
36 37
38
39 40