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
651
$1K ﹤0.01%
60
652
$1K ﹤0.01%
20
653
$1K ﹤0.01%
80
654
$1K ﹤0.01%
26
655
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25
-5
656
$1K ﹤0.01%
20
657
$1K ﹤0.01%
60
-25
658
$1K ﹤0.01%
230
659
$1K ﹤0.01%
500
660
$1K ﹤0.01%
30
661
$1K ﹤0.01%
+20
662
$1K ﹤0.01%
70
663
$1K ﹤0.01%
15
664
$1K ﹤0.01%
90
665
$1K ﹤0.01%
70
666
$1K ﹤0.01%
+25
667
$1K ﹤0.01%
160
668
$1K ﹤0.01%
155
669
$1K ﹤0.01%
15
670
$1K ﹤0.01%
5
671
$1K ﹤0.01%
+35
672
$1K ﹤0.01%
30
673
$1K ﹤0.01%
110
674
$1K ﹤0.01%
20
675
$1K ﹤0.01%
20