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
26
$8.17M 0.58%
+227,524
27
$7.97M 0.56%
+10,875
28
$7.33M 0.52%
135,879
-12,943
29
$7.32M 0.52%
+124,617
30
$7.29M 0.52%
334,753
+319,320
31
$6.99M 0.49%
+55,350
32
$6.99M 0.49%
86,227
+7,428
33
$6.72M 0.47%
35,205
-4,602
34
$6.27M 0.44%
+182,808
35
$6.19M 0.44%
12,739
+5,063
36
$6.16M 0.43%
193,613
-13,350
37
$6.12M 0.43%
+237,350
38
$6.11M 0.43%
+376,050
39
$6.03M 0.43%
+148,130
40
$6M 0.42%
39,759
+21,288
41
$5.7M 0.4%
+22,015
42
$5.68M 0.4%
+22,315
43
$5.59M 0.39%
+74,310
44
$5.59M 0.39%
+12,285
45
$5.36M 0.38%
84,834
+75,934
46
$5.09M 0.36%
26,605
+13,854
47
$5.06M 0.36%
128,423
+6,400
48
$4.87M 0.34%
94,716
+59,314
49
$4.82M 0.34%
+132,429
50
$4.81M 0.34%
27,975
+14,636
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