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
201
$1.14M 0.08%
21,985
+8,521
202
$1.14M 0.08%
60,948
+26,701
203
$1.14M 0.08%
153,770
+74,507
204
$1.14M 0.08%
19,137
-17,230
205
$1.14M 0.08%
+49,946
206
$1.13M 0.08%
89,426
+67,437
207
$1.13M 0.08%
25,766
+13,485
208
$1.13M 0.08%
25,515
-3,160
209
$1.12M 0.08%
21,818
-62,589
210
$1.12M 0.08%
3,064
+1,511
211
$1.12M 0.08%
7,058
+3,272
212
$1.12M 0.08%
4,107
+884
213
$1.11M 0.08%
9,654
+5,144
214
$1.11M 0.08%
+18,206
215
$1.11M 0.08%
29,045
+16,517
216
$1.11M 0.08%
12,657
+6,321
217
$1.11M 0.08%
8,222
-909
218
$1.1M 0.08%
+63,648
219
$1.1M 0.08%
+21,327
220
$1.1M 0.08%
24,620
+6,789
221
$1.1M 0.08%
13,089
+7,108
222
$1.09M 0.08%
12,556
+6,219
223
$1.09M 0.08%
8,756
+1,989
224
$1.09M 0.08%
54,299
+33,961
225
$1.08M 0.08%
+57,265
7 8
9
10 11