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
376
$808K 0.06%
+29,794
377
$808K 0.06%
136,026
+100,458
378
$807K 0.06%
46,431
+32,151
379
$806K 0.06%
44,519
+24,825
380
$802K 0.06%
130,468
+89,565
381
$797K 0.06%
34,108
-5,757
382
$796K 0.06%
4,704
-1,971
383
$794K 0.06%
129,481
+111,497
384
$788K 0.06%
4,877
-19
385
$783K 0.06%
143,940
+99,579
386
$783K 0.06%
270,920
-43,965
387
$782K 0.06%
626
+272
388
$776K 0.05%
198,025
+23,535
389
$776K 0.05%
26,624
+5,355
390
$772K 0.05%
4,998
+2,159
391
$772K 0.05%
+17,954
392
$768K 0.05%
66,730
+23,600
393
$768K 0.05%
+4,199
394
$767K 0.05%
+7,824
395
$765K 0.05%
+43,191
396
$763K 0.05%
+63,558
397
$763K 0.05%
+15,172
398
$760K 0.05%
102,955
+81,763
399
$752K 0.05%
+15,324
400
$744K 0.05%
+8,133
14 15
16
17 18