David Winters

David Winters

Last Update: 05-13-2016
Related: Wintergreen Fund

Number of Stocks: 9
Number of New Stocks: 1

Total Value: $279 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: 2016-03-31
Number of Stocks: 9
Total value: 279 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Consumer Defensive 57.5% 57.5% -11.5% 147.688356164%
Real Estate 25.5% 25.5%
Technology 10.8% 10.8% -2.1% 26.9691780822%
Industrials 4.7% 4.7% -1.1% 14.1267123288% 3.85273972603% 0.3%
ETF, options, preferred 1.5% 1.5%
Energy 1.4% 1.4% -0.2% 2.56849315068%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%)YTD Change(%)
GD General Dynamics CorpAerospace & Defense5,6447410.27%New Buy+0.27%0.00+5.62%+6.24%
CTO Consolidated-Tomoka Land CoReal Estate Services1,543,07571,19725.55%0026.47-2.44%-8.84%
BHI Baker Hughes IncOil & Gas - Services91,6174,0161.44%-17.00%-0.23%0.02-2.58%-4.55%
NSC Norfolk Southern CorpTransportation & Logistics00 Sold Out-0.42%0.00+1.29%+10.11%
KO Coca-Cola CoBeverages - Non-Alcoholic318,48514,7755.3%-15.23%-0.64%0.01+2.71%+7.70%
GOOG Alphabet IncOnline Media20,00314,9015.35%-21.02%-1.05%0.00+2.30%-2.52%
GOOGL Alphabet IncOnline Media19,92115,1985.45%-21.06%-1.08%0.00+2.06%-2.63%
UNP Union Pacific CorpTransportation & Logistics156,42612,4444.47%-26.00%-1.12%0.02+5.96%+19.41%
MO Altria Group IncTobacco Products728,44145,64416.38%-31.00%-4.96%0.04+13.30%+20.13%
RAI Reynolds American IncTobacco Products1,982,42099,73635.79%-19.91%-5.91%0.14+8.92%+15.17%
CNQ Canadian Natural Resources LtdOil & Gas - E&P00 Sold Out-12.79%0.00+0.56%+39.35%
Premium Portfolio changes after 2016-03-31 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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