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
276
$971K 0.07%
124,040
+80,674
277
$971K 0.07%
2,403
+685
278
$969K 0.07%
16,116
+7,415
279
$968K 0.07%
61,439
+37,511
280
$967K 0.07%
7,787
+5,194
281
$967K 0.07%
21,125
+12,106
282
$966K 0.07%
22,971
+12,274
283
$965K 0.07%
15,684
+7,759
284
$965K 0.07%
+22,282
285
$965K 0.07%
91,685
+41,700
286
$962K 0.07%
11,132
+5,868
287
$960K 0.07%
34,279
+18,269
288
$960K 0.07%
2,898
+1,884
289
$958K 0.07%
49,701
+28,943
290
$957K 0.07%
109,045
+69,518
291
$957K 0.07%
23,759
+12,378
292
$955K 0.07%
4,543
+3,370
293
$954K 0.07%
+55,863
294
$952K 0.07%
17,947
+11,559
295
$952K 0.07%
27,847
+15,682
296
$950K 0.07%
+24,843
297
$947K 0.07%
42,544
+20,374
298
$942K 0.07%
75,810
+55,073
299
$940K 0.07%
11,364
+6,118
300
$939K 0.07%
+13,935
10 11
12
13 14