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
951
$4.45K ﹤0.01%
226
-74
952
$4.38K ﹤0.01%
200
953
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40
954
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+100
955
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54
+1
956
$4.07K ﹤0.01%
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-80
957
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958
$4.03K ﹤0.01%
112
959
$3.94K ﹤0.01%
330
+1
960
$3.94K ﹤0.01%
24
+1
961
$3.93K ﹤0.01%
78
962
$3.89K ﹤0.01%
400
963
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38
+1
964
$3.86K ﹤0.01%
100
-565
965
$3.86K ﹤0.01%
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966
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+1
967
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968
$3.83K ﹤0.01%
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969
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82
+1
970
$3.77K ﹤0.01%
76
+1
971
$3.69K ﹤0.01%
50
972
$3.62K ﹤0.01%
102
+1
973
$3.59K ﹤0.01%
210
+1
974
$3.58K ﹤0.01%
238
975
$3.52K ﹤0.01%
122
37 38
39
40 41