David Winters

David Winters

Last Update: 08-14-2015
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $530 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: 2015-06-30
Number of Stocks: 11
Total value: 530 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Consumer Defensive 37.9% 37.9% -3.2% 63.3245382586%
Real Estate 16.8% 16.8%
Financial Services 16.6% 16.6% -1.7% 33.6411609499%
Energy 14.5% 14.5% -1.8% 35.6200527704%
Industrials 7.4% 7.4%
Technology 6.8% 6.8%
ETF, options, preferred 6.8% 6.8%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
CTO Consolidated-Tomoka Land Co.Real Estate Services1,543,07588,94316.78%0025.76
KO Coca-Cola CoBeverages - Non-Alcoholic788,22330,9225.83%000.02
UNP Union Pacific CorpTransportation & Logistics291,76227,8255.25%000.03
GOOGL Alphabet IncOnline Media34,02318,3743.47%000.00
GOOG Alphabet IncOnline Media34,11517,7573.35%000.00
CSX CSX CorpTransportation & Logistics292,4559,5491.8%000.03
NSC Norfolk Southern CorpTransportation & Logistics19,1991,6770.32%000.01
RAI Reynolds American IncTobacco Products1,467,964109,59820.67%-8.70%-1.59%0.10
MO Altria Group IncTobacco Products1,237,38760,52111.42%-13.96%-1.66%0.06
BEN Franklin Resources IncAsset Management1,792,74087,89816.58%-10.05%-1.7%0.29
CNQ Canadian Natural Resources LtdOil & Gas - E&P2,837,85577,07014.54%-11.26%-1.82%0.26
LO Lorillard IncTobacco Products00 Sold Out-3.02%0.00
Premium Portfolio changes after 2015-06-30 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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