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
$190M
AUM Growth
+$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$1.31M
3 +$769K
4
FSLR icon
First Solar
FSLR
+$560K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$515K

Top Sells

1 +$584K
2 +$424K
3 +$422K
4
ETN icon
Eaton
ETN
+$337K
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$287K

Sector Composition

1 Technology 10.34%
2 Consumer Discretionary 8.26%
3 Communication Services 7.09%
4 Financials 5.58%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$1K ﹤0.01%
+30
752
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+10
753
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40
754
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20
-69
755
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70
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34
757
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70
758
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160
759
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70
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+5
761
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430
762
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15
763
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764
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765
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5
766
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50
767
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+20
768
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20
+10
769
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10
770
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30
771
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25
772
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25
773
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+30
774
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110
775
$1K ﹤0.01%
300