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Home > Institutional Investor > Winthrop Capital Management, Llc > Profile

Instuitional Investor - Winthrop Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Winthrop Capital Management, Llc
Portfolio Value $363,507
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 43,852 $23,784 6.54%
2.
Spdr Series Trust
 657,241 $19,783 5.44%
3.
Eli Lilly & Co
 LLY 17,956 $14,830 4.08%
4.
Schwab Strategic Trust
 FNDF 666,524 $14,717 4.05%
5.
Schwab Strategic Trust
 FNDF 499,988 $13,980 3.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)