WA
| |
Winfield Associates, Inc.13F | |
| Winfield Associates, Inc. | |
| Last update 2022-04-05 | 153 Stocks (5 new) |
| Value $276.00 Mil | Turnover 6 % |
Winfield Associates, Inc. Top Holdings of 2022-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 127,475 | 22,258.0 | -8.35% | 8.050 | -0.69% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
AMZN | Amazon.com Inc | 120,700 | 19,674.0 | -2.88% | 7.120 | -0.20% | 0.000 | +37.04% | +4.52% | 2,434,329.6 | Retail - Cyclical | |
MSFT | Microsoft Corp | 56,941 | 17,555.0 | -3.60% | 6.350 | -0.24% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
SPY | S&P 500 ETF TRUST ETF | 30,061 | 13,577.0 | +5.29% | 4.910 | +0.25% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
GOOG | Alphabet Inc | 90,880 | 12,691.0 | -0.76% | 4.590 | -0.03% | 0.000 | +27.71% | +0.61% | 2,312,548.2 | Interactive Media | |
IVV | iShares Core S&P 500 ETF | 19,701 | 8,938.0 | +17.13% | 3.230 | +0.47% | 0.000 | +22.72% | +7.98% | 636,566.3 | ||
DVY | iShares Select Dividend ETF | 54,282 | 6,955.0 | +70.48% | 2.520 | +1.04% | 0.030 | +10.83% | +5.16% | 19,906.6 | ||
VTI | Vanguard Total Stock Market ETF | 25,381 | 5,779.0 | +9.16% | 2.090 | +0.18% | 0.000 | +22.87% | +7.47% | 473,883.1 | ||
IJK | iShares S&P Mid-Cap 400 Growth ETF | 64,878 | 5,013.0 | -5.49% | 1.810 | -0.11% | 0.070 | +19.42% | +1.57% | 8,889.3 | ||
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Trad
PIMCO Enhanced Short Maturity Active Exchange-Trad
| 45,512 | 4,558.0 | +0.28% | 1.650 | 0% | 0.040 | +1.37% | +2.54% | 13,392.3 |
Winfield Associates, Inc.'s Historical Top Holdings Breakdowns
Winfield Associates, Inc. Total Holding History ($B)
Winfield Associates, Inc.'s Asset Allocation
Winfield Associates, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Winfield Associates, Inc.'s Hypothetical Growth since 2022-03-31
Winfield Associates, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Winfield Associates, Inc.'s Holdings Heat Map
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Winfield Associates, Inc.'s Holdings Bubble Chart
Winfield Associates, Inc. News
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