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
551
$219K 0.02%
+2,795
552
$218K 0.02%
+23,068
553
$214K 0.02%
8,025
-3,980
554
$214K 0.02%
+2,221
555
$211K 0.01%
1,533
-168,545
556
$210K 0.01%
+2,442
557
$210K 0.01%
11,107
-6,510
558
$204K 0.01%
1,303
-854
559
$201K 0.01%
+1,696
560
$187K 0.01%
22,062
-767
561
$187K 0.01%
14,397
-61,042
562
$185K 0.01%
65,205
+36,253
563
$184K 0.01%
10,404
-170,078
564
$184K 0.01%
14,881
-1,466
565
$180K 0.01%
19,291
-7,855
566
$157K 0.01%
11,979
-13,481
567
$147K 0.01%
29,740
-55,954
568
$147K 0.01%
+22,648
569
$144K 0.01%
24,122
-5,631
570
$138K 0.01%
+23,858
571
$134K 0.01%
13,465
-11,705
572
$121K 0.01%
37,576
+25,076
573
$105K 0.01%
10,171
-2,745
574
$105K 0.01%
19,368
-38,439
575
$85.9K 0.01%
52,404
+12,692
21 22
23
24 25