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WINTHROP PARTNERS - WNY, LLC 13F portfolio summary

WINTHROP PARTNERS - WNY, LLC of WINTHROP PARTNERS - WNY, LLC has 87 current stock holdings with a reported portfolio value of $187.7M. The portfolio 1 year return is +0.06%. Top holdings include IBDU (0.00%), IBDV (0.00%), IBDS (0.00%), IBDR (0.00%), IBDW (0.00%).

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WINTHROP PARTNERS - WNY, LLC

WINTHROP PARTNERS - WNY, LLC
Latest filing: 2026-03-31

WINTHROP PARTNERS - WNY, LLC runs WINTHROP PARTNERS - WNY, LLC and currently holds 87 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $187.68M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WINTHROP PARTNERS - WNY, LLC ranks #974 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WINTHROP PARTNERS - WNY, LLC's portfolio at WINTHROP PARTNERS - WNY, LLC has delivered returns of +0.06%. Their 3-year annualized return is +0.06%. Looking at the 5-year horizon, WINTHROP PARTNERS - WNY, LLC has achieved +0.06% annualized returns at WINTHROP PARTNERS - WNY, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+0.06%
#969/1000
3 Year
+0.06%
#975/1000
5 Year
+0.06%
#971/1000

Portfolio Value

$187.68M

Alpha Score

0.1

#974 of 1000

Holdings

87

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change