Changes in Winfield Associates, Inc.'s 13F Holdings from Q4 2021 to Q1 2022

Winfield Associates, Inc. recently released its 13F holdings report, detailing the changes in its portfolio from Q4 2021 to Q1 2022. The report shows a few significant changes in holdings, with some stocks rising while others fell significantly. Let's dive deeper into these changes.

One of the most significant changes is the increase in shares of DVY, which is the iShares DJ Select Dividend ETF. Winfield Associates, Inc. increased its holdings in the stock by 78.2% from Q4 2021 to Q1 2022. The Q4 2021 value of shares was $3.9 million, while the Q1 2022 value increased to $6.9 million. This indicates that the fund managers are more bullish about the stock's future performance.

Another notable change is the decrease in shares of AAPL, which is Apple Inc. Winfield Associates, Inc. reduced its holdings in the stock by 9.9% from Q4 2021 to Q1 2022. The Q4 2021 value was $24.7 million, while the Q1 2022 value was $22.3 million. This indicates that fund managers are taking a cautious approach towards the tech giant.

Similarly, Winfield Associates, Inc. decreased its holdings in MSFT (Microsoft) by 11.6% from Q4 2021 to Q1 2022. The Q4 2021 value was $19.9 million, while the Q1 2022 value was $17.6 million. This is another indication that fund managers are turning away from tech stocks, at least for the time being.

The fund also decreased its holdings in AMZN (Amazon) by 5% from Q4 2021 to Q1 2022. The Q4 2021 value was $20.7 million, while the Q1 2022 value was $19.7 million. This is another indication that fund managers are taking a cautious approach towards tech stocks.

On the other hand, Winfield Associates, Inc. increased its holdings in XLK (Technology Select Sector SPDR) by 18.2% from Q4 2021 to Q1 2022. The Q4 2021 value was $3.8 million, while the Q1 2022 value was $3.1 million. This indicates that fund managers see potential in the tech sector, even though they are cautious about individual tech companies.

Another significant change is the increase in shares of XLE (Energy Select Sector SPDR) by 196.9% from Q4 2021 to Q1 2022. The Q4 2021 value was $0.8 million, while the Q1 2022 value was $2.3 million. This indicates that fund managers are turning towards the energy sector, possibly due to the rising oil prices.

In conclusion, Winfield Associates, Inc.'s 13F holdings report shows that the fund managers are taking a cautious approach towards tech stocks. While some tech stocks saw an increase in holdings, such as XLK, most others saw a decrease. The fund managers seem to be turning towards the energy sector, as indicated by the significant increase in XLE holdings. It will be interesting to see how these changes in holdings affect the performance of the fund over the next few quarters.