WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$31.7M
3
+$26.5M
4
WMT icon
Walmart
WMT
+$25.9M
5
STT icon
State Street
STT
+$25.9M

Top Sells

1
+$95.8M
2
+$81.1M
3
+$63.4M
4
CPRT icon
Copart
CPRT
+$28.2M
5
SRE icon
Sempra
SRE
+$25M

Sector Composition

1 Financials 21.4%
2 Industrials 13.47%
3 Consumer Discretionary 12.79%
4 Consumer Staples 9.33%
5 Healthcare 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.07M 0.08%
+29,155
227
$1.06M 0.08%
16,531
+8,334
228
$1.06M 0.08%
38,200
-152,544
229
$1.06M 0.07%
+11,579
230
$1.06M 0.07%
44,508
+22,220
231
$1.06M 0.07%
+2,703
232
$1.05M 0.07%
13,738
+6,753
233
$1.05M 0.07%
13,999
+7,258
234
$1.05M 0.07%
8,365
+3,748
235
$1.05M 0.07%
4,179
+2,037
236
$1.04M 0.07%
13,069
+8,140
237
$1.03M 0.07%
4,825
+2,489
238
$1.03M 0.07%
28,441
+15,062
239
$1.03M 0.07%
15,603
+7,790
240
$1.03M 0.07%
29,691
+14,810
241
$1.02M 0.07%
+64,285
242
$1.02M 0.07%
81,974
+54,602
243
$1.02M 0.07%
1,949
+839
244
$1.02M 0.07%
+36,988
245
$1.02M 0.07%
18,151
+8,672
246
$1.02M 0.07%
41,571
+25,213
247
$1.02M 0.07%
16,428
+8,578
248
$1.02M 0.07%
5,633
+2,282
249
$1.01M 0.07%
40,272
+24,775
250
$1.01M 0.07%
18,378
+9,688
8 9
10
11 12