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
1151
$2.52K ﹤0.01%
100
1152
$2.52K ﹤0.01%
39
-1
1153
$2.52K ﹤0.01%
125
-1
1154
$2.5K ﹤0.01%
275
-1
1155
$2.49K ﹤0.01%
30
1156
$2.49K ﹤0.01%
100
1157
$2.47K ﹤0.01%
66
1158
$2.46K ﹤0.01%
45
-1
1159
$2.44K ﹤0.01%
39
-1
1160
$2.44K ﹤0.01%
+100
1161
$2.42K ﹤0.01%
36
1162
$2.4K ﹤0.01%
70
-962
1163
$2.38K ﹤0.01%
50
1164
$2.38K ﹤0.01%
170
1165
$2.38K ﹤0.01%
32
-200
1166
$2.37K ﹤0.01%
100
1167
$2.35K ﹤0.01%
42
1168
$2.34K ﹤0.01%
147
-1
1169
$2.33K ﹤0.01%
160
+2
1170
$2.3K ﹤0.01%
107
-1
1171
$2.28K ﹤0.01%
50
-216
1172
$2.26K ﹤0.01%
+200
1173
$2.25K ﹤0.01%
66
1174
$2.24K ﹤0.01%
90
1175
$2.21K ﹤0.01%
55
-1
45 46
47
48 49