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
451
$584K 0.04%
298,148
+126,499
452
$583K 0.04%
+21,000
453
$567K 0.04%
3,698
-1,644
454
$566K 0.04%
20,138
+6,027
455
$563K 0.04%
12,869
-1,494
456
$559K 0.04%
14,452
-17,547
457
$558K 0.04%
5,779
-6,900
458
$558K 0.04%
8,969
-2,171
459
$555K 0.04%
1,376
+448
460
$551K 0.04%
+14,864
461
$542K 0.04%
17,624
+6,683
462
$532K 0.04%
1,206
+505
463
$531K 0.04%
+20,078
464
$529K 0.04%
+3,841
465
$527K 0.04%
+13,278
466
$516K 0.04%
4,432
-30
467
$515K 0.04%
+3,020
468
$513K 0.04%
5,646
-1,176
469
$510K 0.04%
+11,353
470
$501K 0.04%
7,013
+867
471
$498K 0.04%
+158
472
$489K 0.03%
67,154
+6,931
473
$486K 0.03%
10,465
-4,610
474
$486K 0.03%
+27,023
475
$475K 0.03%
7,872
-4
17 18
19
20 21