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
401
$738K 0.05%
+13,725
402
$735K 0.05%
+27,019
403
$735K 0.05%
+4,343
404
$731K 0.05%
+1,354
405
$730K 0.05%
25,500
406
$727K 0.05%
6,025
-3,594
407
$725K 0.05%
+32,107
408
$722K 0.05%
47,045
+21,753
409
$721K 0.05%
+3,511
410
$719K 0.05%
33,867
-13,413
411
$715K 0.05%
+9,384
412
$710K 0.05%
23,649
+12,993
413
$707K 0.05%
7,214
-752
414
$706K 0.05%
8,649
-1,173,659
415
$706K 0.05%
+51,190
416
$701K 0.05%
9,803
+5,549
417
$698K 0.05%
13,643
+5,414
418
$697K 0.05%
41,918
+416
419
$694K 0.05%
74,511
+28,979
420
$693K 0.05%
5,274
-2,120
421
$688K 0.05%
7,072
-1,979
422
$685K 0.05%
7,222
+3,840
423
$684K 0.05%
15,771
+413
424
$681K 0.05%
+1,047
425
$679K 0.05%
+4,184
15 16
17
18 19