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
126
$1.89M 0.13%
+100,032
127
$1.86M 0.13%
31,306
+26,370
128
$1.81M 0.13%
13,750
+1,855
129
$1.8M 0.13%
46,786
+18,726
130
$1.79M 0.13%
85,475
-4,341
131
$1.79M 0.13%
51,942
+43,841
132
$1.78M 0.13%
+19,154
133
$1.78M 0.13%
32,475
-48,739
134
$1.77M 0.12%
218
+59
135
$1.72M 0.12%
57,033
+1,966
136
$1.72M 0.12%
26,500
-50
137
$1.71M 0.12%
24,194
+6,067
138
$1.71M 0.12%
16,808
-15,771
139
$1.7M 0.12%
39,393
+23,237
140
$1.7M 0.12%
+4,424
141
$1.69M 0.12%
8,675
-11,829
142
$1.68M 0.12%
19,886
+9,900
143
$1.67M 0.12%
+14,738
144
$1.67M 0.12%
246,598
+124,150
145
$1.65M 0.12%
28,809
+16,848
146
$1.65M 0.12%
27,804
-1,586
147
$1.65M 0.12%
105,272
+15,540
148
$1.64M 0.12%
+42,369
149
$1.64M 0.12%
42,033
-9,532
150
$1.63M 0.12%
18,709
+1,346
4 5
6
7 8