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
476
$471K 0.03%
+4,703
477
$467K 0.03%
7,066
+3,936
478
$467K 0.03%
14,188
+1,087
479
$464K 0.03%
+5,646
480
$461K 0.03%
+32,555
481
$450K 0.03%
2,626
-7,231
482
$448K 0.03%
+1,605
483
$447K 0.03%
4,609
-269
484
$447K 0.03%
8,938
+3,581
485
$445K 0.03%
86,338
-2,474
486
$436K 0.03%
1,098
-112
487
$436K 0.03%
+69,391
488
$433K 0.03%
+1,612
489
$425K 0.03%
+6,739
490
$422K 0.03%
+5,757
491
$421K 0.03%
4,528
+834
492
$420K 0.03%
+5,997
493
$412K 0.03%
+32,891
494
$410K 0.03%
3,487
-3,122
495
$409K 0.03%
+8,755
496
$409K 0.03%
+11,021
497
$408K 0.03%
11,649
+3,566
498
$408K 0.03%
13,966
+7,150
499
$406K 0.03%
18,994
+2,972
500
$404K 0.03%
15,904
-723
18 19
20
21 22