David Winters

David Winters

Last Update: 2014-05-15
Related: Wintergreen Fund

Number of Stocks: 11
Number of New Stocks: 0

Total Value: $855 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: 2014-03-31
Number of Stocks: 11
Total value: 855 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Financial Services 38.8% 38.8% -6.7% 128.516624041%
Consumer Defensive 33% 33% -0.2% 3.83631713555% 1.91815856777% 0.1%
Energy 13.7% 13.7% -0.2% 3.83631713555%
Real Estate 7.3% 7.3%
Technology 4.8% 4.8% -0.1% 1.91815856777%
ETF, options, preferred 2.4% 2.4%
Industrials 2.4% 2.4%

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Ticker Company Industry Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding
KO Coca-Cola CoBeverages - Non-Alcoholic2,508,82796,99111.3%+1.17%+0.13%0.06
NSC Norfolk Southern CorpTransportation & Logistics19,1991,8660.22%000.01
UNP Union Pacific CorpTransportation & Logistics199,79218,7462.2%000.02
GOOG Google IncOnline Media36,76319,1572.2%-1.54%00.01
CTO Consolidated-Tomoka Land Co.Real Estate Services1,543,07562,1557.3%0026.24
GOOGL Google IncOnline Media36,76321,8172.6%-1.54%-0.07%0.01
BEN Franklin Resources IncAsset Management2,314,263125,38714.7%-0.55%-0.08%0.37
RAI Reynolds American IncTobacco Products2,113,817112,92013.2%-1.03%-0.12%0.39
MO Altria Group IncTobacco Products1,940,70572,6418.5%-1.5%-0.13%0.10
CNQ Canadian Natural Resources LtdOil & Gas - E&P3,059,253117,25113.7%-1.33%-0.15%0.28
BRK.B Berkshire Hathaway IncInsurance1,207,613150,91517.7%-1.18%-0.19%0.05
MA MasterCard IncCredit Services737,84855,1176.4%-48.34%-6.38%0.06
Premium Portfolio changes after 2014-03-31 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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