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
976
$3.49K ﹤0.01%
64
+2
977
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+89
978
$3.41K ﹤0.01%
250
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979
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980
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126
-274
981
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982
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983
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984
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985
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987
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40
988
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32
989
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992
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993
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100
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995
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996
$2.77K ﹤0.01%
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$2.73K ﹤0.01%
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998
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999
$2.72K ﹤0.01%
70
1000
$2.66K ﹤0.01%
66
38 39
40
41 42