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
51
$4.68M 0.33%
18,894
+15,694
52
$4.65M 0.33%
+37,831
53
$4.63M 0.33%
+16,276
54
$4.61M 0.33%
21,617
+10,621
55
$4.57M 0.32%
36,416
+347
56
$4.5M 0.32%
32,088
+10,862
57
$4.49M 0.32%
4,664
-216
58
$4.19M 0.3%
+73,303
59
$4.18M 0.29%
190,906
+24,444
60
$4.14M 0.29%
27,859
+6,442
61
$4.13M 0.29%
+239,909
62
$4.09M 0.29%
+43,423
63
$4.09M 0.29%
35,207
+14,107
64
$4.08M 0.29%
103,467
+92,375
65
$4.06M 0.29%
10,716
+3,440
66
$4.02M 0.28%
30,646
+6,285
67
$3.99M 0.28%
+17,510
68
$3.92M 0.28%
78,547
-23,784
69
$3.91M 0.28%
+49,258
70
$3.83M 0.27%
29,361
+8,526
71
$3.83M 0.27%
25,739
-8,126
72
$3.82M 0.27%
133,024
+117,481
73
$3.66M 0.26%
18,251
-465
74
$3.65M 0.26%
+6,010
75
$3.49M 0.25%
90,836
+15,400
1 2
3
4 5