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
151
$1.62M 0.11%
55,353
+45,224
152
$1.61M 0.11%
13,656
-12,065
153
$1.59M 0.11%
+19,311
154
$1.59M 0.11%
25,252
+4,558
155
$1.59M 0.11%
+8,706
156
$1.59M 0.11%
+5,448
157
$1.58M 0.11%
+16,538
158
$1.55M 0.11%
4,327
+161
159
$1.54M 0.11%
+22,340
160
$1.51M 0.11%
+32,934
161
$1.5M 0.11%
83,888
-89,796
162
$1.47M 0.1%
17,999
-22,958
163
$1.44M 0.1%
+100,965
164
$1.42M 0.1%
+17,974
165
$1.42M 0.1%
25,350
166
$1.42M 0.1%
16,144
+3,068
167
$1.4M 0.1%
+30,933
168
$1.38M 0.1%
+6,980
169
$1.38M 0.1%
8,784
+6,594
170
$1.37M 0.1%
61,854
+51,149
171
$1.36M 0.1%
+3,707
172
$1.36M 0.1%
2,421
+696
173
$1.36M 0.1%
3,917
+3,229
174
$1.34M 0.09%
8,132
+5,327
175
$1.34M 0.09%
+4,010
5 6
7
8 9