WINFIELD ASSOCIATES Overview
Winfield Associates Inc. is an investment advisor that manages 161.1 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 244MM in positions, representing 152% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 244MM in positions, representing 152% of the manager's regulatory AUM.
WINFIELD ASSOCIATES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WINFIELD ASSOCIATES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 7.96% | Cons. Disc. | 7.67% | 0.07% | 0 | 0% | ||
| AAPL | 7.16% | Tech | 19.33% | 0.23% | 0 | 0% | ||
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FEATURED IN
WINFIELD ASSOCIATES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William W. Baker | President & Ceo | November-1997 |
| Christopher W. Baker | Chief Financial Officer/ Chief Compliance Officer | November-1997 |
| Thomas W. Baker | Director | November-1997 |
WINFIELD ASSOCIATES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WINFIELD ASSOCIATES Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ...................................7
Item 9 ...
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Item 9 ...
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WINFIELD ASSOCIATES Portfolio Concentration
WINFIELD ASSOCIATES Location
700 WEST ST CLAIR AVENUE
SUITE 404
CLEVELAND, Ohio
UNITED STATES, 44113
SUITE 404
CLEVELAND, Ohio
UNITED STATES, 44113
WINFIELD ASSOCIATES Contact Information
Phone Number: 216-241-2575
Fax Number: 216-241-4774
Website: null
Fax Number: 216-241-4774
Website: null
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