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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 $306,332,246
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
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)