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 09/30/16. The fund's latest filing disclosed 159MM in positions, representing 99% of the manager's regulatory AUM.

WINFIELD ASSOCIATES StockAlpha

-2.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WINFIELD ASSOCIATES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AGG 4.99% ETF -3.54% -0.25% 0 3%
AMZN 3.96% Cons. Disc. -8.2% -0.57% 0 32%
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FEATURED IN
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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
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WINFIELD ASSOCIATES Portfolio Concentration

WINFIELD ASSOCIATES Location

700 WEST ST CLAIR AVENUE
SUITE 404
CLEVELAND, Ohio
UNITED STATES, 44113

WINFIELD ASSOCIATES Contact Information

Phone Number: 216-241-2575
Fax Number: 216-241-4774
Website:

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