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
501
$403K 0.03%
7,202
-556
502
$394K 0.03%
+22,414
503
$389K 0.03%
968
+281
504
$386K 0.03%
+929
505
$378K 0.03%
+15,175
506
$376K 0.03%
+16,730
507
$375K 0.03%
70,399
+50,945
508
$367K 0.03%
23,032
+3,130
509
$367K 0.03%
+6,771
510
$363K 0.03%
3,971
-20,832
511
$358K 0.03%
4,932
+1,252
512
$350K 0.02%
+3,414
513
$345K 0.02%
10,799
-7,262
514
$340K 0.02%
+119,676
515
$336K 0.02%
+12,069
516
$333K 0.02%
+20,434
517
$332K 0.02%
6,896
-279
518
$327K 0.02%
13,235
+4,977
519
$325K 0.02%
+1,684
520
$323K 0.02%
5,369
-3,148
521
$309K 0.02%
33,526
+16,524
522
$309K 0.02%
+11,733
523
$308K 0.02%
+4,401
524
$295K 0.02%
3,730
-3,000
525
$294K 0.02%
+2,902
19 20
21
22 23