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
1101
$3.74K ﹤0.01%
78
1102
$3.66K ﹤0.01%
100
1103
$3.63K ﹤0.01%
150
1104
$3.63K ﹤0.01%
360
1105
$3.61K ﹤0.01%
62
1106
$3.6K ﹤0.01%
93
-63
1107
$3.58K ﹤0.01%
80
1108
$3.54K ﹤0.01%
101
-1
1109
$3.49K ﹤0.01%
116
-4
1110
$3.46K ﹤0.01%
+61
1111
$3.43K ﹤0.01%
44
1112
$3.42K ﹤0.01%
62
-2
1113
$3.42K ﹤0.01%
122
1114
$3.42K ﹤0.01%
415
-1
1115
$3.4K ﹤0.01%
37
-1
1116
$3.39K ﹤0.01%
50
-50
1117
$3.37K ﹤0.01%
+20
1118
$3.37K ﹤0.01%
50
1119
$3.36K ﹤0.01%
63
+1
1120
$3.33K ﹤0.01%
500
1121
$3.3K ﹤0.01%
75
-1
1122
$3.3K ﹤0.01%
75
1123
$3.3K ﹤0.01%
209
-1
1124
$3.28K ﹤0.01%
70
1125
$3.25K ﹤0.01%
26
43 44
45
46 47