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
376
$7K ﹤0.01%
300
-500
377
$7K ﹤0.01%
275
378
$7K ﹤0.01%
625
+105
379
$6K ﹤0.01%
350
380
$6K ﹤0.01%
124
+11
381
$6K ﹤0.01%
79
382
$6K ﹤0.01%
200
383
$6K ﹤0.01%
+141
384
$6K ﹤0.01%
340
385
$6K ﹤0.01%
573
386
$6K ﹤0.01%
422
+69
387
$6K ﹤0.01%
50
388
$6K ﹤0.01%
579
389
$6K ﹤0.01%
284
-32
390
$6K ﹤0.01%
15
391
$6K ﹤0.01%
290
392
$6K ﹤0.01%
200
393
$6K ﹤0.01%
2
394
$6K ﹤0.01%
300
395
$6K ﹤0.01%
171
396
$6K ﹤0.01%
45
+5
397
$5K ﹤0.01%
69
398
$5K ﹤0.01%
80
399
$5K ﹤0.01%
184
400
$5K ﹤0.01%
110
+50