Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $306,332,246
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fund
 41,068 $19,876,702 6.48%
2.
Spdr Series Trust
 667,077 $19,865,560 6.48%
3.
Schwab Strategic Trust
 FNDF 238,320 $13,441,220 4.38%
4.
Schwab Strategic Trust
 FNDF 153,007 $11,648,397 3.8%
5.
Ishares Trust
 IEF 97,304 $10,767,654 3.51%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)