Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WINFIELD ASSOCIATES INC 04-12-2021 03-31-2021 140 244,427,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AMAZON.COM INC Stock 1 $19,459,000 6,289 7.96 8.76 -77 -1.21 03-31-2021
APPLE INC Stock 2 $17,509,000 143,339 7.16 8.22 -3,288 -2.24 03-31-2021
MICROSOFT Stock 3 $14,174,000 60,117 5.80 5.70 -488 -0.81 03-31-2021
SPDR S&P 500 ETF ETF 4 $10,827,000 27,318 4.43 4.39 -490 -1.76 03-31-2021
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