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
926
$5.31K ﹤0.01%
100
-1,464
927
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928
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+1
929
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930
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931
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188
932
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482
+1
933
$5.01K ﹤0.01%
300
934
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76
-584
935
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-49
936
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100
-195
937
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938
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400
939
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940
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941
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942
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943
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+1
944
$4.63K ﹤0.01%
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945
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100
946
$4.62K ﹤0.01%
308
+1
947
$4.59K ﹤0.01%
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-248
948
$4.53K ﹤0.01%
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949
$4.49K ﹤0.01%
26
+1
950
$4.48K ﹤0.01%
300
36 37
38
39 40