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
1176
$2.91K ﹤0.01%
108
1177
$2.89K ﹤0.01%
43
1178
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1179
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50
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1181
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1182
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1183
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1184
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1185
$2.7K ﹤0.01%
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1186
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1187
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+36
1188
$2.69K ﹤0.01%
70
1189
$2.68K ﹤0.01%
+200
1190
$2.64K ﹤0.01%
36
1191
$2.62K ﹤0.01%
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1192
– –
0
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$2.6K ﹤0.01%
500
1194
$2.59K ﹤0.01%
72
1195
$2.57K ﹤0.01%
57
-1,440
1196
$2.56K ﹤0.01%
50
1197
$2.56K ﹤0.01%
336
1198
$2.54K ﹤0.01%
38
1199
$2.53K ﹤0.01%
100
1200
$2.53K ﹤0.01%
100
46 47
48
49 50