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
1276
$1.35K ﹤0.01%
32
-12
1277
$1.34K ﹤0.01%
60
-20
1278
$1.29K ﹤0.01%
338
-324
1279
$1.28K ﹤0.01%
26
1280
$1.27K ﹤0.01%
66
1281
$1.27K ﹤0.01%
250
1282
$1.26K ﹤0.01%
14
-78
1283
$1.15K ﹤0.01%
26
1284
$1.13K ﹤0.01%
+30
1285
$1.12K ﹤0.01%
58
1286
$1.08K ﹤0.01%
154
1287
$994 ﹤0.01%
92
1288
$970 ﹤0.01%
368
1289
$964 ﹤0.01%
58
+4
1290
$954 ﹤0.01%
206
-94
1291
$950 ﹤0.01%
12
1292
$950 ﹤0.01%
+56
1293
$938 ﹤0.01%
112
1294
$904 ﹤0.01%
42
1295
$890 ﹤0.01%
66
1296
$890 ﹤0.01%
50
1297
$872 ﹤0.01%
1
1298
$866 ﹤0.01%
30
1299
$832 ﹤0.01%
28
1300
$800 ﹤0.01%
500
50 51
52
53 54