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
$134M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.4%
2 Communication Services 8.02%
3 Consumer Discretionary 7.44%
4 Financials 5.15%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
50
327
-800
328
-5,000
329
$0 ﹤0.01%
500