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
$365M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.31M
3
+$1.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.22M

Top Sells

1
+$3.55M
2
+$1.15M
3
+$670K
4
HDB icon
HDFC Bank
HDB
+$544K
5
BA icon
Boeing
BA
+$491K

Sector Composition

1 Technology 19.43%
2 Healthcare 11.88%
3 Financials 10.92%
4 Consumer Discretionary 8.56%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$5.27K ﹤0.01%
5
1052
$5.15K ﹤0.01%
160
1053
$5.15K ﹤0.01%
145
-1
1054
$5.08K ﹤0.01%
96
1055
$5.06K ﹤0.01%
+160
1056
$5.05K ﹤0.01%
179
-6
1057
$5.02K ﹤0.01%
+30
1058
$4.98K ﹤0.01%
79
-1
1059
$4.97K ﹤0.01%
110
1060
$4.96K ﹤0.01%
345
+275
1061
$4.91K ﹤0.01%
206
-500
1062
$4.82K ﹤0.01%
300
1063
$4.81K ﹤0.01%
125
-1
1064
$4.79K ﹤0.01%
290
+232
1065
$4.79K ﹤0.01%
+10
1066
$4.76K ﹤0.01%
150
-100
1067
$4.74K ﹤0.01%
39
-1
1068
$4.74K ﹤0.01%
400
1069
$4.73K ﹤0.01%
400
1070
$4.71K ﹤0.01%
188
1071
$4.67K ﹤0.01%
120
1072
$4.64K ﹤0.01%
307
-13
1073
$4.6K ﹤0.01%
25
-1
1074
$4.53K ﹤0.01%
150
1075
$4.52K ﹤0.01%
100
41 42
43
44 45