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
$349M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.95M
3
+$1.34M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.26M
5
TJX icon
TJX Companies
TJX
+$1.08M

Top Sells

1
+$4.36M
2
+$2.24M
3
+$811K
4
MDT icon
Medtronic
MDT
+$642K
5
ALK icon
Alaska Air
ALK
+$628K

Sector Composition

1 Technology 15.53%
2 Healthcare 14.95%
3 Financials 9.86%
4 Consumer Discretionary 9.53%
5 Industrials 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$3.72K ﹤0.01%
730
1127
$3.71K ﹤0.01%
600
1128
$3.68K ﹤0.01%
100
1129
$3.68K ﹤0.01%
78
1130
$3.66K ﹤0.01%
66
1131
$3.65K ﹤0.01%
26
1132
$3.64K ﹤0.01%
333
-8,873
1133
$3.64K ﹤0.01%
+160
1134
$3.63K ﹤0.01%
100
1135
$3.62K ﹤0.01%
40
1136
$3.62K ﹤0.01%
+50
1137
$3.61K ﹤0.01%
50
1138
$3.58K ﹤0.01%
60
1139
$3.56K ﹤0.01%
312
1140
$3.54K ﹤0.01%
238
1141
$3.52K ﹤0.01%
40
1142
$3.51K ﹤0.01%
+46
1143
$3.48K ﹤0.01%
70
+42
1144
$3.47K ﹤0.01%
+50
1145
$3.43K ﹤0.01%
550
1146
$3.43K ﹤0.01%
+20
1147
$3.41K ﹤0.01%
360
1148
$3.41K ﹤0.01%
54
1149
$3.39K ﹤0.01%
276
1150
$3.39K ﹤0.01%
+10
44 45
46
47 48