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
1026
$2.03K ﹤0.01%
70
-1,045
1027
$2.01K ﹤0.01%
123
-408
1028
$1.97K ﹤0.01%
42
1029
$1.97K ﹤0.01%
60
-124
1030
$1.96K ﹤0.01%
170
1031
$1.96K ﹤0.01%
178
1032
$1.94K ﹤0.01%
185
-200
1033
$1.93K ﹤0.01%
100
-238
1034
$1.9K ﹤0.01%
+86
1035
$1.84K ﹤0.01%
+60
1036
$1.82K ﹤0.01%
48
1037
$1.8K ﹤0.01%
72
+1
1038
$1.79K ﹤0.01%
70
1039
$1.76K ﹤0.01%
28
+1
1040
$1.73K ﹤0.01%
40
-84
1041
$1.66K ﹤0.01%
108
+1
1042
$1.61K ﹤0.01%
40
1043
$1.6K ﹤0.01%
76
-799
1044
$1.51K ﹤0.01%
20
-45
1045
$1.5K ﹤0.01%
13
-70
1046
$1.47K ﹤0.01%
16
-30
1047
$1.43K ﹤0.01%
50
+1
1048
$1.32K ﹤0.01%
12
1049
$1.31K ﹤0.01%
500
1050
$1.28K ﹤0.01%
50
-70
40 41
42
43 44