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
526
$294K 0.02%
2,002
-24,798
527
$294K 0.02%
+1,905
528
$292K 0.02%
3,666
-32,983
529
$285K 0.02%
+2,160
530
$284K 0.02%
2,140
-1,220
531
$284K 0.02%
15,151
-1,443
532
$279K 0.02%
+47,384
533
$278K 0.02%
+17,340
534
$278K 0.02%
+72,275
535
$274K 0.02%
3,176
-901
536
$274K 0.02%
+3,438
537
$272K 0.02%
64,041
-96
538
$261K 0.02%
+5,622
539
$259K 0.02%
44,601
+13,625
540
$257K 0.02%
+1,607
541
$254K 0.02%
5,883
-266
542
$251K 0.02%
24,385
-17,742
543
$246K 0.02%
+20,270
544
$242K 0.02%
+2,680
545
$242K 0.02%
+1,172
546
$241K 0.02%
15,957
+7,951
547
$239K 0.02%
+2,743
548
$235K 0.02%
+3,232
549
$225K 0.02%
+5,646
550
$220K 0.02%
+1,471
20 21
22
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