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
251
$1.01M 0.07%
9,234
+5,226
252
$1.01M 0.07%
6,249
+274
253
$1.01M 0.07%
163,281
+100,859
254
$1.01M 0.07%
16,622
+7,994
255
$1.01M 0.07%
45,945
+22,781
256
$1.01M 0.07%
26,154
+10,669
257
$1M 0.07%
206,420
+161,005
258
$1M 0.07%
155,967
+77,547
259
$1M 0.07%
26,247
+13,309
260
$998K 0.07%
29,768
+14,238
261
$998K 0.07%
+188,283
262
$996K 0.07%
+11,228
263
$994K 0.07%
5,653
+4,774
264
$992K 0.07%
+8,729
265
$992K 0.07%
5,283
+1,591
266
$991K 0.07%
70,197
+45,736
267
$989K 0.07%
+22,678
268
$989K 0.07%
65,541
+35,311
269
$987K 0.07%
17,034
+8,812
270
$987K 0.07%
44,598
+21,499
271
$985K 0.07%
95,394
+68,121
272
$980K 0.07%
54,751
+26,381
273
$977K 0.07%
97,434
+51,700
274
$977K 0.07%
25,496
+19,351
275
$972K 0.07%
70,972
+37,796
9 10
11
12 13