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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.8M 0.15%
321,921
+166,306
227
$18.8M 0.15%
203,637
+185,576
228
$18.6M 0.15%
391,152
-135,922
229
$18.6M 0.15%
353,414
-88,320
230
$18.3M 0.15%
1,938,331
-50,314
231
$18M 0.14%
279,397
+113,533
232
$17.9M 0.14%
527,757
+399,703
233
$17.8M 0.14%
421,702
-154,831
234
$17.7M 0.14%
153,665
+13,426
235
$17.5M 0.14%
247,362
+66,869
236
$17.2M 0.14%
783,277
+313,956
237
$17.2M 0.14%
131,253
+100,418
238
$17.1M 0.14%
447,723
-92,374
239
$17.1M 0.14%
373,961
+339,238
240
$17M 0.14%
406,446
+258,471
241
$16.9M 0.13%
230,244
+220,378
242
$16.8M 0.13%
824,696
+677,847
243
$16.8M 0.13%
1,598,929
+350,190
244
$16.7M 0.13%
275,634
-48,906
245
$16.7M 0.13%
295,088
-5,433
246
$16.6M 0.13%
424,762
+43,311
247
$16.5M 0.13%
237,556
+21,174
248
$16.3M 0.13%
168,544
-19,751
249
$16.1M 0.13%
582,375
-58,079
250
$16.1M 0.13%
1,056,610
+678,126
8 9
10
11 12