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
101
$2.66M 0.19%
+8,494
102
$2.65M 0.19%
+10,630
103
$2.63M 0.19%
56,132
+8,954
104
$2.56M 0.18%
+1,695
105
$2.52M 0.18%
37,340
-58,652
106
$2.47M 0.17%
+2,995
107
$2.45M 0.17%
+18,849
108
$2.44M 0.17%
+9,576
109
$2.35M 0.17%
4,492
+290
110
$2.31M 0.16%
3,762
+2,966
111
$2.27M 0.16%
42,781
+37,092
112
$2.21M 0.16%
+19,519
113
$2.2M 0.16%
68,064
-13,548
114
$2.2M 0.16%
73,385
+59,199
115
$2.18M 0.15%
17,141
+6,118
116
$2.16M 0.15%
96,421
-31,217
117
$2.14M 0.15%
+22,953
118
$2.13M 0.15%
+13,474
119
$2.13M 0.15%
+31,741
120
$2.05M 0.15%
47,302
+34,725
121
$1.97M 0.14%
+15,262
122
$1.96M 0.14%
+38,194
123
$1.96M 0.14%
+99,017
124
$1.9M 0.13%
5,357
125
$1.89M 0.13%
+125,317
3 4
5
6 7