WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24.5M 0.18%
367,188
+172,380
227
$24.4M 0.17%
480,602
+103,889
228
$23.8M 0.17%
286,045
+54,208
229
$23.8M 0.17%
20,513
-5,258
230
$23.7M 0.17%
514,716
-199,264
231
$23.7M 0.17%
497,834
-52,640
232
$23.6M 0.17%
201,070
-108,536
233
$23.4M 0.17%
465,456
+51,991
234
$23.4M 0.17%
128,743
+111,588
235
$23.2M 0.17%
251,329
+41,284
236
$22.5M 0.16%
345,126
-408,535
237
$22.3M 0.16%
447,428
+67,315
238
$22.1M 0.16%
243,916
+31,428
239
$22M 0.16%
390,843
-118,871
240
$21.9M 0.16%
509,603
+168,792
241
$21.9M 0.16%
740,492
-665,182
242
$21.9M 0.16%
+299,467
243
$21.9M 0.16%
540,763
+222,882
244
$21.9M 0.16%
635,085
-406,352
245
$21.3M 0.15%
146,551
-12,410
246
$21.3M 0.15%
725,667
+21,195
247
$21.3M 0.15%
559,863
+216,879
248
$21.2M 0.15%
559,929
+229,512
249
$21.1M 0.15%
1,356,563
-563,014
250
$21M 0.15%
322,841
+225,758
8 9
10
11 12