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
1176
$2.19K ﹤0.01%
100
1177
$2.17K ﹤0.01%
44
1178
$2.16K ﹤0.01%
113
-1
1179
$2.16K ﹤0.01%
125
-1
1180
$2.07K ﹤0.01%
120
1181
$2.03K ﹤0.01%
81
-1
1182
$2.02K ﹤0.01%
104
1183
$2K ﹤0.01%
38
1184
$1.91K ﹤0.01%
42
-1,600
1185
$1.91K ﹤0.01%
100
1186
$1.76K ﹤0.01%
178
1187
$1.75K ﹤0.01%
180
1188
$1.74K ﹤0.01%
3
1189
$1.74K ﹤0.01%
100
1190
$1.7K ﹤0.01%
48
1191
$1.7K ﹤0.01%
71
-1
1192
$1.64K ﹤0.01%
25
-25
1193
$1.62K ﹤0.01%
35
-1
1194
$1.59K ﹤0.01%
40
1195
$1.58K ﹤0.01%
49
-1
1196
$1.45K ﹤0.01%
114
-128
1197
$1.43K ﹤0.01%
27
-1
1198
$1.4K ﹤0.01%
81
-18
1199
$1.32K ﹤0.01%
100
1200
$1.27K ﹤0.01%
26
46 47
48
49 50