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Stock Style
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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
78
16
7
2
1
1
35
9
3
WINTHROP PARTNERS WNY LLC

Time Period2019-03-31

Total Holdings230

Total Value ($x1000)128,186,138
Activities
New5

Increased56

Unchanged119

Decreased50

Sold Out18

Top 10 Stock Holdingstotal 29.05%
JPM3.75

T3.59

BTI3.54

VB2.99

MRK2.79

 
VZ2.79

PFE2.55

VNQ2.42

IWR2.34

BOND2.29

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
JPM
3.75%
COM
T
3.59%
COM
BTI
3.54%
SPONSORED ADR
VB
2.99%
SMALL CP ETF
MRK
2.79%
COM
VZ
2.79%
COM
PFE
2.55%
COM
VNQ
2.42%
REIT ETF
IWR
2.34%
RUS MID-CAP ETF
BOND
2.29%
TOTL RETN ETF
CSCO
2.16%
COM
IVV
2.02%
CORE S&P500 ETF
GOOG
1.95%
CAP STK CL C
IXUS
1.89%
CORE MSCITOTAL
PEP
1.68%
COM
F
1.63%
COM PAR $0.01
AAPL
1.62%
COM
GLW
1.57%
COM
XOM
1.47%
COM
PFF
1.44%
U.S. PFD STK ETF
ABT
1.43%
COM
IDV
1.42%
INTL SEL DIV ETF
PG
1.4%
COM
HD
1.4%
COM
BP
1.38%
SPONSORED ADR
MSFT
1.31%
COM
PAYX
1.25%
COM
CVX
1.23%
COM
DHR
1.2%
COM
CCL
1.15%
PAIRED CTF
UNP
1.13%
COM
ICSH
1.08%
LIQUID INC ETF
CME
1.06%
COM
WMT
1.05%
COM
JNJ
1.04%
COM
BHP
0.98%
SPONSORED ADR
CMCSA
0.95%
CL A
MCHP
0.94%
COM
DVY
0.93%
SELECT DIVID ETF
CB
0.92%
COM
GM
0.9%
COM
CAT
0.88%
COM
IJR
0.86%
CORE S&P SCP ETF
BKLN
0.86%
SR LN ETF
MSI
0.85%
COM NEW
MMM
0.84%
COM
APD
0.8%
COM
RDS/A
0.77%
SPONS ADR A
BDX
0.74%
COM
INTC
0.74%
COM
NYCB
0.69%
COM
ETN
0.67%
SHS
VWO
0.66%
FTSE EMR MKT ETF
BK
0.62%
COM
AEO
0.61%
COM
WFC
0.61%
COM
ECL
0.6%
COM
MPC
0.57%
COM
KEY
0.55%
COM
MTB
0.52%
COM
WAT
0.5%
COM
EMR
0.46%
COM
ABBV
0.45%
COM
GSK
0.41%
SPONSORED ADR
BAC
0.41%
COM
USB
0.39%
COM NEW
CTL
0.39%
COM
BBT
0.37%
COM
BA
0.37%
COM
HBC
0.34%
SPON ADR NEW
PM
0.33%
COM
MUR
0.32%
COM
BND
0.3%
TOTAL BND MRKT
PBCT
0.3%
COM
AMZN
0.29%
COM
HBAN
0.28%
COM
DIS
0.28%
COM DISNEY
CL
0.28%
COM
ING
0.27%
SPONSORED ADR
UTX
0.25%
COM
STX
0.24%
SHS
MO
0.23%
COM
WWD
0.23%
COM
RF
0.23%
COM
COST
0.22%
COM
IBM
0.22%
COM
ZION
0.22%
COM
NKE
0.21%
CL B
MS
0.21%
COM NEW
FITB
0.2%
COM
GOOGL
0.19%
CAP STK CL A
AON
0.18%
SHS CL A
UNH
0.18%
COM
CHTR
0.16%
CL A
SBUX
0.16%
COM
GIS
0.15%
COM
IWB
0.15%
RUS 1000 ETF
MDLZ
0.14%
CL A
CERN
0.14%
COM
LORD ABB...
0.14%
MUTUAL FUNDS
LLY
0.13%
COM
HON
0.13%
COM
TXN
0.13%
COM
IWM
0.12%
RUSSELL 2000 ETF
LMT
0.12%
COM
BIIB
0.12%
COM
NEE
0.12%
COM
BKH
0.11%
COM
SAP SE S...
0.11%
SPADR
BRK.B
0.11%
CL B NEW
TIP
0.11%
TIPS BD ETF
DODGE & ...
0.11%
MUTUAL FUNDS
HRS
0.11%
COM
NVS
0.1%
SPONSORED ADR
AMGN
0.1%
COM
LIN
0.1%
COM
DOV
0.1%
COM
SYY
0.1%
COM
VEA
0.1%
FTSE DEV MKT ETF
GD
0.09%
COM
FNB
0.09%
COM
SLB
0.09%
COM
MLP
0.09%
COM
EXC
0.08%
COM
IWO
0.08%
RUS 2000 GRW ETF
EVRG
0.07%
COM
SNE
0.07%
ADR NEW
NTAP
0.07%
COM
MCD
0.07%
COM
BCS
0.06%
ADR
IWP
0.06%
RUS MD CP GR ETF
BUD
0.06%
SPONSORED ADR
INVESCO ...
0.06%
MUTUAL FUNDS
IWF
0.06%
RUS 1000 GRW ETF
ONEQ
0.06%
NDQ CP IDX TRK
EIX
0.06%
COM
KHC
0.06%
COM
CTSH
0.06%
CL A
BAX
0.06%
COM
EEM
0.05%
MSCI EMG MKT ETF
DE
0.05%
COM
IWD
0.05%
RUS 1000 VAL ETF
UBS
0.05%
SHS
EW
0.05%
COM
IWN
0.05%
RUS 2000 VAL ETF
SYK
0.05%
COM
QCOM
0.05%
COM
FBHS
0.04%
COM
CSX
0.04%
COM
K
0.04%
COM
DIA
0.04%
UT SER 1
CMI
0.04%
COM
COP
0.04%
COM
APA
0.03%
COM
FTV
0.03%
COM
ZMH
0.03%
COM
COLUMBIA...
0.03%
MUTUAL FUNDS
BWA
0.03%
COM
RTN
0.03%
COM NEW
WTR
0.03%
COM
MXI
0.03%
GLOBAL MATER ETF
BMY
0.03%
COM
MAR
0.02%
CL A
ATRO
0.02%
COM
MKC
0.02%
COM NON VTG
NUE
0.02%
COM
VTI
0.02%
TOTAL STK MKT
APY
0.02%
COM
APC
0.02%
COM
MDU
0.02%
COM
AEP
0.02%
COM
KLAC
0.02%
COM
TM
0.02%
SP ADR REP2COM
TRST
0.02%
COM
LORD ABB...
0.02%
MUTUAL FUNDS
VOD
0.02%
SPNSR ADR NO PAR
CNC
0.02%
COM
PYPL
0.02%
COM
NFLX
0.02%
COM
GE
0.02%
COM
TROW
0.02%
COM
TSLA
0.02%
COM
PRINCIPA...
0.01%
MUTUAL FUNDS
EWC
0.01%
MSCI CDA ETF
WBA
0.01%
COM
SCHE
0.01%
EMRG MKTEQ ETF
DFS
0.01%
COM
NSC
0.01%
COM
SPLK
0.01%
COM
SMH
0.01%
SEMICONDUCTOR ET
TRV
0.01%
COM
WSBC
0.01%
COM
PEG
0.01%
COM
BSCN
0.01%
BULSHS 2023 CB
BSCL
0.01%
BULSHS 2021 CB
BSCM
0.01%
BULSHS 2022 CB
MDT
0.01%
SHS
C
0.01%
COM NEW
GCC
0.01%
SHS BEN INT
PSX
0.01%
COM
HSY
0.01%
COM
CI
0.01%
COM
XLI
0.01%
SBI INT-INDS
LW
0.01%
COM
AGN
0.01%
SHS
BSJM
0.01%
BULSHS 2022 HY
STT
0.01%
COM
BRKL
0.01%
COM
IQ
0.01%
SPONSORED ADS
DVN
0.01%
COM
TEVA
< 0.01%
ADR
FL
< 0.01%
COM
NFG
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
ABC
< 0.01%
COM
GILD
< 0.01%
COM
SJM
< 0.01%
COM NEW
LUV
< 0.01%
COM
REZI
< 0.01%
COM
GPC
< 0.01%
COM
ETR
< 0.01%
COM
DUK
< 0.01%
COM NEW
QQQ
< 0.01%
UNIT SER 1
TRN
< 0.01%
COM
LORD ABB...
< 0.01%
MUTUAL FUNDS
VLO
< 0.01%
COM
ENB
< 0.01%
COM
GTX
< 0.01%
COM
ATVI
< 0.01%
COM
ACA
< 0.01%
COM
SHY
0.55%
1-3 YR TR BD ETF
DWDP
0.08%
COM
PNC
0.04%
COM
EXPD
0.03%
COM
TMO
0.02%
COM
BNDX
0.02%
INTL BD IDX ETF
BOKF
0.02%
COM NEW
ORLY
0.01%
COM
KO
0.01%
COM
IAU
0.01%
ISHARES
CFR
0.01%
COM
AFL
0.01%
COM
DG
0.01%
COM
LOW
0.01%
COM
MMC
0.01%
COM
CELG
0.01%
COM
CVS
< 0.01%
COM
ODP
< 0.01%
COM