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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
22
3
4
1
0
1
13
2
2
WINFIELD ASSOCIATES INC

Time Period2018-12-31

Total Holdings115

Total Value ($x1000)163,370
Activities
New2

Increased26

Unchanged31

Decreased56

Sold Out14

Top 10 Stock Holdingstotal 39.17%
AMZN6.48

MINT5.87

SPY4.64

AAPL4.18

MSFT3.91

 
GOOG3.43

XLY2.8

CWB2.78

V2.74

IJK2.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
6.48%
COM
MINT
5.87%
ENHAN SHRT MAT
SPY
4.64%
TR UNIT
AAPL
4.18%
COM
MSFT
3.91%
COM
GOOG
3.43%
CAP STK CL C
XLY
2.8%
SBI CONS DISCR
CWB
2.78%
BRC CNV SECS ETF
V
2.74%
COM CL A
IJK
2.34%
S&P MC 400GR ETF
XLF
2.28%
SBI INT-FINL
TOTL
2.22%
SPDR TR TACTIC
VEA
1.94%
FTSE DEV MKT ETF
VTI
1.9%
TOTAL STK MKT
JPST
1.8%
ULTRA SHRT INC
VWO
1.59%
FTSE EMR MKT ETF
IBB
1.54%
NASDQ BIOTEC ETF
GOOGL
1.51%
CAP STK CL A
XLK
1.51%
TECHNOLOGY
XLV
1.47%
SBI HEALTHCARE
CSJ
1.44%
1-3 YR CR BD ETF
RTN
1.44%
COM NEW
NRZ
1.36%
COM NEW
CCI
1.36%
COM
HDV
1.34%
HIGH DIVIDND ETF
AGG
1.32%
CORE TOTUSBD ETF
BOND
1.3%
TOTL RETN ETF
XBI
1.28%
S&P BIOTECH
BKNG
1.11%
COM
BRK.B
1.11%
CL B NEW
IJR
1.03%
CORE S&P SCP ETF
XLP
0.99%
SBI CONS STPLS
CONE
0.99%
COM
HD
0.95%
COM
LMT
0.94%
COM
MMM
0.87%
COM
SPLK
0.85%
COM
AMT
0.85%
COM
XLE
0.81%
SBI INT-ENERGY
ANET
0.79%
COM
XLI
0.78%
SBI INT-INDS
MDB
0.74%
CL A
IWN
0.73%
RUS 2000 VAL ETF
FB
0.71%
CL A
HYG
0.69%
IBOXX HI YD ETF
IWD
0.61%
RUS 1000 VAL ETF
XLC
0.53%
COMMUNICATION
BA
0.52%
COM
SUB
0.48%
SHT NTLAMTFR ETF
PFE
0.48%
COM
FUN
0.47%
DEPOSITRY UNIT
HYS
0.45%
0-5 HIGH YIELD
TIP
0.43%
TIPS BD ETF
CMF
0.42%
CALI AMT-FRE ETF
VCIT
0.42%
INT-TERM CORP
GLW
0.38%
COM
DVY
0.38%
SELECT DIVID ETF
APTV
0.36%
SHS
PEP
0.35%
COM
IEF
0.35%
7-10 Y TR BD ETF
NEWM
0.35%
COM
VTV
0.33%
VALUE ETF
VZ
0.33%
COM
LDP
0.33%
COM
TRV
0.32%
COM
JNJ
0.31%
COM
APD
0.31%
COM
DIS
0.29%
COM DISNEY
SYY
0.28%
COM
NUV
0.28%
COM
GEM
0.28%
ACTIVEBETA EME
IEI
0.27%
3-7 YR TR BD ETF
SJM
0.27%
COM NEW
PANW
0.26%
COM
EPD
0.26%
COM
IVV
0.26%
CORE S&P500 ETF
PGR
0.25%
COM
VNQ
0.25%
REIT ETF
PM
0.24%
COM
SHY
0.24%
1-3 YR TR BD ETF
IJH
0.24%
CORE S&P MCP ETF
NCA
0.23%
COM
IEMG
0.23%
CORE MSCI EMKT
MO
0.19%
COM
LQD
0.19%
IBOXX INV CP ETF
MRVL
0.18%
ORD
AJG
0.17%
COM
HII
0.17%
COM
IWM
0.17%
RUSSELL 2000 ETF
XLB
0.17%
SBI MATERIALS
SHV
0.16%
SHRT TRS BD ETF
BLUE
0.16%
COM
MUB
0.16%
NAT AMT FREE BD
CSCO
0.16%
COM
KEY
0.16%
COM
JNK
0.16%
BRC HGH YLD BD
AMJ
0.16%
ALERIAN ML ETN
KBE
0.15%
S&P BK ETF
COP
0.14%
COM
JPM
0.14%
COM
VO
0.14%
MID CAP ETF
FSLR
0.13%
COM
NXC
0.13%
SH BEN INT
SBUX
0.13%
COM
ACIA
0.13%
COM
EAF
0.12%
COM
MDLZ
0.11%
CL A
WFC
0.1%
COM
INTC
0.09%
COM
BAC
0.09%
COM
MLPA
0.09%
GLBL X MLP ETF
XOM
0.08%
COM
VIG
0.06%
DIV APP ETF
ATHX
0.04%
COM
EKSO
0.01%
COM NEW
PFF
0.51%
U.S. PFD STK ETF
GS
0.42%
COM
VRP
0.29%
VAR RATE PFD
XTN
0.22%
S&P TRANSN ETF
NOC
0.21%
COM
FCVT
0.14%
SSI STRG ETF
RPM
0.11%
COM
AGGP
0.11%
IQ ENCH COR PL
PXD
0.11%
COM
SCHX
0.1%
US LRG CAP ETF
DLR
0.1%
COM
NVDA
0.1%
COM
CCL
0.1%
PAIRED CTF
AVGO
0.09%
COM