David Winters

David Winters

Last Update: 11-14-2017
Related: Wintergreen Fund

Number of Stocks: 8
Number of New Stocks: 1

Total Value: $219 Mil
Q/Q Turnover: 28%

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: 2017-09-30
Number of Stocks: 8
Total value: 219 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Real Estate 42.5% 42.5%
Consumer Defensive 39.2% 39.2% 166.007905138% 28%
Technology 9.5% 9.5% -0.9% 5.33596837945%
Industrials 8.3% 8.3%
Consumer Cyclical 0.3% 0.3%
ETF, options, preferred 0.2% 0.2%
Communication Services 0.2% 0.2%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
BTI British American Tobacco PLCTobacco Products160,896985,18061,52428.05%New Buy+28.05%0.04+10.45%+4.96%
CTO Consolidated-Tomoka Land CoReal Estate Services3741,553,07593,29342.53%0027.83+19.55%+5.45%
MO Altria Group IncTobacco Products136,016386,98224,54211.19%000.02+10.68%-0.18%
UNP Union Pacific CorpTransportation & Logistics111,754156,42618,1418.27%000.02+26.24%+5.87%
FWONA Liberty Formula One GroupEntertainment8,51316,6726080.28%000.01-8.40%+8.34%
LILA Liberty Latin America LtdCommunication Services3,59218,8884490.2%000.01-3.68%+5.11%
GOOGL Alphabet IncOnline Media805,94310,68610,4054.74%-10.42%-0.41%0.00+15.83%+10.51%
GOOG Alphabet IncOnline Media805,94310,83210,3894.74%-11.36%-0.45%0.00+16.96%+10.46%
BHGE Baker Hughes, a GE CoOil & Gas - Services40,71500 Sold Out-0.72%0.00+7.43%+12.36%
RAI Reynolds American IncTobacco Products93,28800 Sold Out-43.3%0.00+1.71%+18.52%
Premium Portfolio changes after 2017-09-30 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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