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
1201
$1.26K ﹤0.01%
65
-1
1202
$1.26K ﹤0.01%
12
1203
$1.24K ﹤0.01%
86
-48
1204
$1.18K ﹤0.01%
70
1205
$1.18K ﹤0.01%
56
-4
1206
$1.15K ﹤0.01%
39
-3
1207
$1.14K ﹤0.01%
70
1208
$1.06K ﹤0.01%
200
1209
$1.02K ﹤0.01%
+500
1210
$1.01K ﹤0.01%
33
-1
1211
$969 ﹤0.01%
+8
1212
$929 ﹤0.01%
+25
1213
$925 ﹤0.01%
+56
1214
$909 ﹤0.01%
55
-1
1215
$905 ﹤0.01%
36
1216
$879 ﹤0.01%
48
-28
1217
$872 ﹤0.01%
29
-1
1218
$849 ﹤0.01%
50
1219
$844 ﹤0.01%
54
1220
$841 ﹤0.01%
112
1221
$836 ﹤0.01%
35
-1
1222
$789 ﹤0.01%
49
-1
1223
$746 ﹤0.01%
+28
1224
$693 ﹤0.01%
150
1225
$665 ﹤0.01%
100
47 48
49
50 51