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
1051
$1.25K ﹤0.01%
70
1052
$1.24K ﹤0.01%
66
+1
1053
$1.17K ﹤0.01%
34
+1
1054
$1.15K ﹤0.01%
86
1055
$1.13K ﹤0.01%
26
1056
$1.11K ﹤0.01%
56
+1
1057
$1.1K ﹤0.01%
86
-28
1058
$1.03K ﹤0.01%
50
+1
1059
$1.02K ﹤0.01%
10
-75
1060
$1K ﹤0.01%
46
-398
1061
$1K ﹤0.01%
66
-999
1062
$960 ﹤0.01%
30
+1
1063
$940 ﹤0.01%
22
-759
1064
$922 ﹤0.01%
104
1065
$908 ﹤0.01%
3
1066
$900 ﹤0.01%
26
+1
1067
$888 ﹤0.01%
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+1
1068
$842 ﹤0.01%
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-12
1069
$842 ﹤0.01%
+50
1070
$818 ﹤0.01%
112
1071
$746 ﹤0.01%
28
1072
$744 ﹤0.01%
48
1073
$744 ﹤0.01%
64
-17
1074
$738 ﹤0.01%
48
-99
1075
$672 ﹤0.01%
14
+1
41 42
43
44 45