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
326
$901K 0.06%
+74,745
327
$901K 0.06%
3,557
+2,004
328
$900K 0.06%
+42,704
329
$898K 0.06%
37,826
-12,804
330
$895K 0.06%
+45,307
331
$894K 0.06%
13,854
+8,300
332
$891K 0.06%
26,108
+11,307
333
$889K 0.06%
68,056
+35,121
334
$889K 0.06%
18,722
+10,063
335
$886K 0.06%
21,106
+12,165
336
$884K 0.06%
30,475
+14,816
337
$883K 0.06%
7,857
+3,054
338
$882K 0.06%
33,722
+25,045
339
$881K 0.06%
5,481
+3,659
340
$880K 0.06%
+204,244
341
$880K 0.06%
177,431
-106,463
342
$880K 0.06%
68,057
+29,916
343
$878K 0.06%
26,255
+13,435
344
$878K 0.06%
14,575
+6,126
345
$869K 0.06%
26,209
+17,814
346
$869K 0.06%
13,045
+8,801
347
$868K 0.06%
+37,079
348
$864K 0.06%
32,011
+24,230
349
$862K 0.06%
43,979
+25,340
350
$861K 0.06%
6,659
-3,537
12 13
14
15 16