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
351
$861K 0.06%
6,050
+1,469
352
$860K 0.06%
35,745
+5,923
353
$860K 0.06%
+4,912
354
$859K 0.06%
+110,549
355
$858K 0.06%
29,802
+15,627
356
$854K 0.06%
5,119
+2,567
357
$852K 0.06%
3,292
-2,456
358
$851K 0.06%
53,477
+26,894
359
$850K 0.06%
4,687
+2,975
360
$849K 0.06%
+75,982
361
$845K 0.06%
17,974
-28,992
362
$844K 0.06%
25,009
+12,922
363
$843K 0.06%
6,187
+2,314
364
$836K 0.06%
42,247
-1,961
365
$836K 0.06%
12,552
+8,030
366
$836K 0.06%
+68,102
367
$835K 0.06%
+42,775
368
$833K 0.06%
3,052
+1,281
369
$824K 0.06%
15,482
-6,522
370
$821K 0.06%
72,344
-38,469
371
$821K 0.06%
+81,043
372
$815K 0.06%
36,997
+18,327
373
$812K 0.06%
52,916
+7,473
374
$811K 0.06%
28,784
+13,382
375
$810K 0.06%
2,528
+445
13 14
15
16 17