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
76
$3.48M 0.25%
6,889
+5,512
77
$3.42M 0.24%
50,003
+41,886
78
$3.39M 0.24%
11,263
-4,898
79
$3.34M 0.24%
19,580
+14,948
80
$3.31M 0.23%
76,545
+66,075
81
$3.29M 0.23%
68,777
+60,552
82
$3.29M 0.23%
131,886
+115,062
83
$3.27M 0.23%
91,299
+31,270
84
$3.27M 0.23%
86,209
+33,687
85
$3.12M 0.22%
165,862
+28,993
86
$3.11M 0.22%
+29,555
87
$3.1M 0.22%
+207,294
88
$2.98M 0.21%
+107,624
89
$2.96M 0.21%
28,474
+5,749
90
$2.95M 0.21%
46,744
+6,052
91
$2.95M 0.21%
19,300
+1,010
92
$2.93M 0.21%
+103,420
93
$2.93M 0.21%
21,477
+4,218
94
$2.87M 0.2%
53,523
+42,142
95
$2.84M 0.2%
8,244
-6,056
96
$2.83M 0.2%
161,444
+28,498
97
$2.72M 0.19%
36,221
+8,046
98
$2.69M 0.19%
+10,768
99
$2.69M 0.19%
+27,542
100
$2.66M 0.19%
+41,630
2 3
4
5 6