David Winters

David Winters

Last Update: 08-14-2018
Related: Wintergreen Fund

Number of Stocks: 6
Number of New Stocks: 0

Total Value: $134 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: 2018-06-30
Number of Stocks: 6
Total value: 134 Mil
Number of New Buys: 0
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Real Estate 71.4% 71.4%
Consumer Defensive 18.9% 18.9% -2.6% 27.3109243697%
Industrials 9% 9%
Consumer Cyclical 0.4% 0.4%
Communication Services 0.3% 0.3%
ETF, options, preferred 0.3% 0.3%

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View:
Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
2018-06-30
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
CTO Consolidated-Tomoka Land CoReal Estate Services3591,553,07595,53071.42%0027.98+4.91%+2.13%
UNP Union Pacific CorpTransportation & Logistics111,55385,02212,0469.01%000.01+5.41%+13.58%
FWONA Liberty Formula One GroupEntertainment8,13616,6725890.44%000.01+9.83%+2.14%
LILA Liberty Latin America LtdCommunication Services3,02118,8883610.27%000.01-17.92%-13.15%
MO Altria Group IncTobacco Products114,977271,28515,40611.52%-3.27%-0.4%0.01+11.07%-12.63%
BTI British American Tobacco PLCTobacco Products121,689194,6159,8187.34%-21.63%-2.19%0.01+6.87%-17.53%
Premium Portfolio changes after 2018-06-30 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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