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
426
$678K 0.05%
+7,930
427
$675K 0.05%
5,488
-222
428
$673K 0.05%
163,826
+50,734
429
$672K 0.05%
18,841
-2,101
430
$670K 0.05%
41,626
-5,999
431
$670K 0.05%
11,310
-11,240
432
$662K 0.05%
3,224
+318
433
$659K 0.05%
6,608
+845
434
$655K 0.05%
8,134
-906
435
$653K 0.05%
+26,193
436
$649K 0.05%
9,039
-347,956
437
$648K 0.05%
+48,250
438
$647K 0.05%
13,629
+8,134
439
$646K 0.05%
+29,670
440
$643K 0.05%
6,873
+1,837
441
$640K 0.05%
34,625
-9,135
442
$639K 0.05%
7,212
+2,694
443
$637K 0.05%
+108,169
444
$614K 0.04%
+14,529
445
$602K 0.04%
7,174
+1,231
446
$602K 0.04%
7,110
+1,450
447
$595K 0.04%
11,831
+4,658
448
$590K 0.04%
+1,492
449
$589K 0.04%
4,927
-4,645
450
$588K 0.04%
+24,219
16 17
18
19 20