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
301
$937K 0.07%
33,088
+17,985
302
$937K 0.07%
19,161
+9,797
303
$936K 0.07%
5,554
+2,771
304
$935K 0.07%
75,378
+41,621
305
$934K 0.07%
7,506
+2,804
306
$933K 0.07%
141,123
+71,968
307
$930K 0.07%
14,243
+7,193
308
$929K 0.07%
17,747
+11,061
309
$926K 0.07%
28,710
+14,729
310
$925K 0.07%
24,532
+13,438
311
$923K 0.07%
11,234
+6,261
312
$920K 0.07%
14,743
+7,559
313
$920K 0.07%
15,582
+8,534
314
$920K 0.06%
+5,830
315
$916K 0.06%
46,391
+19,921
316
$913K 0.06%
8,191
+5,050
317
$911K 0.06%
68,652
+40,480
318
$909K 0.06%
+41,764
319
$908K 0.06%
9,612
+5,066
320
$908K 0.06%
38,662
+21,440
321
$907K 0.06%
23,463
+14,466
322
$904K 0.06%
20,581
+12,514
323
$903K 0.06%
8,940
-2,550
324
$903K 0.06%
+7,671
325
$902K 0.06%
13,605
+6,371
11 12
13
14 15