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
176
$1.34M 0.09%
+18,864
177
$1.34M 0.09%
116,296
+27,050
178
$1.32M 0.09%
35,472
-26,889
179
$1.31M 0.09%
+15,241
180
$1.3M 0.09%
+24,026
181
$1.29M 0.09%
+7,293
182
$1.29M 0.09%
14,830
+7,802
183
$1.26M 0.09%
17,585
-18,401
184
$1.24M 0.09%
+80,797
185
$1.23M 0.09%
+29,396
186
$1.23M 0.09%
8,878
+3,762
187
$1.22M 0.09%
+19,608
188
$1.22M 0.09%
+2,900
189
$1.2M 0.08%
+22,432
190
$1.2M 0.08%
20,388
+11,521
191
$1.19M 0.08%
4,544
+2,066
192
$1.18M 0.08%
+5,137
193
$1.17M 0.08%
34,829
-46,775
194
$1.17M 0.08%
34,489
+21,646
195
$1.15M 0.08%
36,701
+17,977
196
$1.15M 0.08%
4,958
+3,911
197
$1.15M 0.08%
17,395
+7,165
198
$1.15M 0.08%
56,727
+39,579
199
$1.15M 0.08%
28,637
+13,848
200
$1.15M 0.08%
12,358
-3,932
6 7
8
9 10