Winthrop Capital Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Million distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Information Technolog with a value of $24.5M, Spdr Portfolio Short Term Corp with a value of $20.3M, Invesco S&P 500 Equal Weight E with a value of $11.6M, Ishares Msci Usa Min Vol Facto with a value of $10.8M, and Vanguard Financial ETF with a value of $10.8M.
Examining the 13F form we can see an increase of $10.1M in the current position value, from $200M to 210M.
Winthrop Capital Management, LLC is based out at Carmel, IN
Below you can find more details about Winthrop Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$210 Million
ETFs: $172 Million
Technology: $6.76 Million
Utilities: $6.61 Million
Communication Services: $5.5 Million
Financial Services: $5.18 Million
Healthcare: $4.65 Million
Consumer Cyclical: $3.06 Million
Consumer Defensive: $2.44 Million
Other: $3.44 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions