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
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$75.7M
3
+$70.2M
4
TEL icon
TE Connectivity
TEL
+$67.6M
5
BBY icon
Best Buy
BBY
+$59.9M

Top Sells

1
+$72.8M
2
+$64.1M
3
+$62M
4
RL icon
Ralph Lauren
RL
+$49.9M
5
AIZ icon
Assurant
AIZ
+$47.3M

Sector Composition

1 Consumer Discretionary 19.89%
2 Technology 18.84%
3 Financials 16.09%
4 Healthcare 11.71%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.9M 0.17%
441,482
-494,936
227
$20.8M 0.16%
+1,049,176
228
$20.5M 0.16%
+131,042
229
$20.2M 0.16%
+177,471
230
$20M 0.16%
368,649
-149,064
231
$19.7M 0.16%
1,147,704
-125,180
232
$19.6M 0.16%
224,628
-103,138
233
$19.6M 0.16%
384,799
-96,047
234
$19.4M 0.15%
+414,656
235
$19.3M 0.15%
+218,160
236
$19.1M 0.15%
260,753
+2,531
237
$18.8M 0.15%
587,308
+482,468
238
$18.7M 0.15%
437,502
+105,808
239
$18.6M 0.15%
631,275
+270,246
240
$18.6M 0.15%
1,185,301
+473,029
241
$18.6M 0.15%
983,802
-865,530
242
$18.6M 0.15%
+148,343
243
$18.4M 0.15%
357,873
-614,763
244
$18.3M 0.15%
169,456
+50,053
245
$18.2M 0.14%
245,678
-432,164
246
$18.1M 0.14%
365,091
-105,502
247
$18M 0.14%
312,981
+211,609
248
$17.9M 0.14%
+317,384
249
$17.6M 0.14%
815,732
+610,698
250
$17.2M 0.14%
409,564
+140,421
8 9
10
11 12