WA

Winfield Associates Portfolio holdings

AUM $276M
1-Year Est. Return 15.18%
This Quarter Est. Return
1 Year Est. Return
+15.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.66%
2 Consumer Discretionary 8.52%
3 Communication Services 7.19%
4 Financials 4.93%
5 Industrials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$17K 0.01%
165
+30
277
$16K 0.01%
145
278
$16K 0.01%
104
+10
279
$16K 0.01%
600
280
$16K 0.01%
190
+45
281
$16K 0.01%
211
+1
282
$16K 0.01%
+500
283
$16K 0.01%
330
284
$16K 0.01%
200
285
$16K 0.01%
700
286
$16K 0.01%
1,000
287
$16K 0.01%
350
+230
288
$15K 0.01%
493
289
$15K 0.01%
226
-72
290
$15K 0.01%
1,080
-20
291
$15K 0.01%
264
292
$15K 0.01%
150
293
$15K 0.01%
130
294
$15K 0.01%
700
295
$14K 0.01%
160
296
$14K 0.01%
210
297
$14K 0.01%
440
298
$14K 0.01%
480
299
$14K 0.01%
359
+73
300
$14K 0.01%
+750