David Winters

David Winters

Last Update: 05-15-2017
Related: Wintergreen Fund

Number of Stocks: 10
Number of New Stocks: 2

Total Value: $272 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: 2017-03-31
Number of Stocks: 10
Total value: 272 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Consumer Defensive 53.6% 53.6% -4.7% 65.036900369%
Real Estate 30.6% 30.6%
Technology 8.2% 8.2% -0.5% 6.91881918819%
Industrials 6.5% 6.5%
Energy 0.8% 0.8%
Communication Services 0.2% 0.2% 2.76752767528% 0.2%
Consumer Cyclical 0.2% 0.2% 2.76752767528% 0.2%
ETF, options, preferred 0.1% 0.1%

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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(%)
GOOG Alphabet IncOnline Media13,46611,1714.11%-6.06%-0.25%0.00+17.24%+25.87%
GOOGL Alphabet IncOnline Media13,15011,1494.1%-6.12%-0.25%0.00+17.16%+25.34%
RAI Reynolds American IncTobacco Products1,872,969118,03543.4%000.13+9.74%+20.43%
GD General Dynamics CorpAerospace & Defense5,6441,0570.39%000.00+7.09%+18.06%
UNP Union Pacific CorpTransportation & Logistics156,42616,5696.09%000.02+3.19%+7.81%
MO Altria Group IncTobacco Products386,98227,63810.16%-32.58%-4.71%0.02+0.79%+10.94%
CTO Consolidated-Tomoka Land CoReal Estate Services1,553,07583,15230.57%0027.49+0.55%+2.90%
FWONA Liberty Formula One GroupEntertainment16,6725450.2%New Buy+0.2%0.01-5.81%-2.23%
BHI Baker Hughes IncOil & Gas - Services37,1932,2250.82%000.01-6.99%-14.13%
LILA LiLAC GroupCommunication Services18,8884200.15%New Buy+0.15%0.01-16.40%-3.64%
Premium Portfolio changes after 2017-03-31 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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