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
951
$7.57K ﹤0.01%
330
952
$7.57K ﹤0.01%
500
953
$7.53K ﹤0.01%
300
+200
954
$7.48K ﹤0.01%
577
955
$7.4K ﹤0.01%
264
956
$7.39K ﹤0.01%
100
957
$7.34K ﹤0.01%
108
958
$7.3K ﹤0.01%
252
959
$7.28K ﹤0.01%
+100
960
$7.28K ﹤0.01%
250
961
$7.24K ﹤0.01%
62
962
$7.24K ﹤0.01%
1,000
963
$7.16K ﹤0.01%
300
964
$7.12K ﹤0.01%
+76
965
$7.04K ﹤0.01%
+20
966
$6.99K ﹤0.01%
78
967
$6.99K ﹤0.01%
368
968
$6.99K ﹤0.01%
200
969
$6.9K ﹤0.01%
+500
970
$6.85K ﹤0.01%
236
971
$6.85K ﹤0.01%
100
972
$6.81K ﹤0.01%
58
973
$6.79K ﹤0.01%
550
974
$6.79K ﹤0.01%
338
975
$6.79K ﹤0.01%
290
-626
37 38
39
40 41