Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WINFIELD ASSOCIATES INC | 04-05-2022 | 03-31-2022 | 153 | 276,440,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | Stock | 1 | $22,258,000 | 127,475 | 8.05 | 7.27 | -11,503 | -8.28 | 03-31-2022 |
| AMAZON.COM INC | Stock | 2 | $19,674,000 | 6,035 | 7.12 | 7.49 | -139 | -2.25 | 03-31-2022 |
| MICROSOFT | Stock | 3 | $17,555,000 | 56,941 | 6.35 | 6.20 | -2,584 | -4.34 | 03-31-2022 |
| SPDR S&P 500 ETF | ETF | 4 | $13,577,000 | 30,061 | 4.91 | 4.33 | 2,730 | 9.99 | 03-31-2022 |
