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 |
