Winslow Evans & Crocker Inc

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Assets, Funds, Holdings

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Winslow Evans & Crocker Inc
CRD #29686
SEC #801-63905
CIK #
AUM $737.8 MM (73% Disc, 99% US)
Employees56 (68% Investors, 95% Brokers)
Phone617-227-4300
Address175 Federal Street
Boston, MA 02110
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
NXPI 27,600.0 7,462.3
MA 250,210.0 7,419.2
EW 36,060.0 5,031.5
AAPL 843,560.0 4,997.6
XOM 337,850.0 4,909.6
IPGP 8,010.0 4,846.6
HD 206,070.0 4,415.1
TJX 127,960.0 3,522.0
MSFT 865,660.0 3,469.6
TRV 34,730.0 3,296.6
View All
Holdings by Sector ($BB)
Limited Partners 2011 - 2019
New York State and Local Retirement System
Comparable Firms State AUM ($BB)
Target Asset Management PTE Ltd
0.8
Bogart Wealth LLC
VA
0.7
Freeman Investment Management Co LLC
CA
0.7
Cooper Financial Group
CA
0.7
McLean Asset Management Corporation
VA
0.7
Ausdal Financial Partners Inc
IA
0.7
Ramius Capital Group LLC
NY
0.7
Century Securities Associates Inc
MO
0.7
SVB Wealth Advisory Inc
CA
0.7
Smith Anglin Financial LLC
TX
0.7