Winthrop Capital Management, LLC
Winthrop Capital Management, LLC is an independent investment advisory firm headquartered in Carmel, Indiana. Founded in 2007, the firm employs approximately 25 professionals. Winthrop Capital Management provides customized fixed income and equity strategies for institutions, insurance companies, corporations, family offices, and high-net-worth individuals, serving clients primarily in the United States.
Investment Strategy
Winthrop Capital Management focuses on a disciplined investment process with continuous risk management and a client-centric approach. The firm designs and manages tailored fixed income and equity portfolios, working closely with institutional clients to develop investment policy statements and guidelines. Their strategies aim to meet diverse investment objectives, with a particular expertise serving insurance companies and other institutions, using fundamental research and active portfolio management to pursue long-term value and performance.
Top Holdings
Equity Positions (337)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD INFORMATION TECHNOLOGY | 7.78% | $30.8M | 46,427 | $500.71 | $663.28 | +$7.0M |
S SPSB | SPDR PORTFOLIO SHORT TERM CORPORATE BOND | 5.06% | $20.0M | 663,656 | $29.80 | $30.19 | +$253.0K |
S SCHX | SCHWAB US LARGE CAP ETF | 4.09% | $16.2M | 662,805 | $23.18 | $24.44 | +$1.5M |
L LLY | ELI LILLY & CO. | 3.48% | $13.8M | 17,661 | $772.23 | $779.53 | -$1.1M |
V VFH | VANGUARD FINANCIALS ETF | 3.38% | $13.4M | 104,994 | $97.78 | $127.30 | +$1.4M |
Industry Allocation
Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Indianapolis, IN , United States | |
 | Senior Research Analyst | Hilliard, OH , United States |