David Winters

David Winters

Last Update: 2014-08-14
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $779 Mil
Q/Q Turnover: 0%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Winters's Portfolio

This page shows the Portfolio Holdings of David Winters at Wintergreen Advisors. It tells us what David Winters holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2014-06-30
Number of Stocks: 11
Total value: 779 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Consumer Defensive 40.3% 40.3% -0.1% 1.8337408313%
Financial Services 24% 24% -0.1% 1.8337408313%
Energy 18.3% 18.3% 3.66748166259% 0.2%
Real Estate 9.1% 9.1%
Technology 5.4% 5.4%
ETF, options, preferred 2.9% 2.9%
Industrials 2.8% 2.8%

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View:
Ticker Company Industry Shares Value ($1000) % Weighting as of
2014-06-30
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
CNQ Canadian Natural Resources LtdOil & Gas - E&P3,101,989142,53418.3%+1.4%+0.25%0.28
NSC Norfolk Southern CorpTransportation & Logistics19,1991,9780.25%000.01
CTO Consolidated-Tomoka Land Co.Real Estate Services1,543,07570,8279.1%0026.24
KO Coca-Cola CoBeverages - Non-Alcoholic2,508,827106,27413.6%000.06
GOOG Google IncOnline Media36,53221,0162.7%-0.63%-0.01%0.01
UNP Union Pacific CorpTransportation & Logistics198,42019,7922.5%-0.69%-0.02%0.02
GOOGL Google IncOnline Media36,53221,3592.7%-0.63%-0.02%0.01
MA MasterCard IncCredit Services734,24353,9456.9%-0.49%-0.03%0.06
MO Altria Group IncTobacco Products1,930,52580,96610.4%-0.52%-0.04%0.10
RAI Reynolds American IncTobacco Products2,100,778126,78216.3%-0.62%-0.08%0.39
BEN Franklin Resources IncAsset Management2,301,202133,10217.1%-0.56%-0.08%0.37
BRK.B Berkshire Hathaway IncInsurance00 Sold Out-17.7%0.00
Premium Portfolio changes after 2014-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.


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