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
$6.05B
AUM Growth
-$3.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$35.1M
3
+$30.8M
4
MCD icon
McDonald's
MCD
+$29.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$28.4M

Top Sells

1
+$104M
2
+$71.5M
3
+$67.5M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$56.7M
5
ROK icon
Rockwell Automation
ROK
+$55M

Sector Composition

1 Financials 23.18%
2 Consumer Discretionary 20.51%
3 Technology 17.24%
4 Healthcare 11.4%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.17M 0.1%
92,733
-7,628
227
$6.05M 0.1%
51,021
+11,973
228
$6.03M 0.1%
+28,767
229
$5.86M 0.1%
107,897
-324,167
230
$5.77M 0.1%
112,920
-517,500
231
$5.72M 0.09%
68,743
-249,006
232
$5.4M 0.09%
79,470
+21,382
233
$5.39M 0.09%
90,416
-297,213
234
$5.35M 0.09%
+70,258
235
$5.29M 0.09%
64,976
-192,445
236
$5.24M 0.09%
294,291
+95,537
237
$5.18M 0.09%
77,874
-79,545
238
$4.96M 0.08%
+170,906
239
$4.79M 0.08%
43,034
-226,092
240
$4.76M 0.08%
+49,668
241
$4.68M 0.08%
+35,830
242
$4.68M 0.08%
192,036
-1,695,975
243
$4.63M 0.08%
+194,673
244
$4.53M 0.07%
94,529
+70,606
245
$4.19M 0.07%
155,622
-157,104
246
$4.12M 0.07%
38,251
+19,872
247
$4.09M 0.07%
+50,529
248
$3.9M 0.06%
43,556
-63,859
249
$3.79M 0.06%
66,984
-261,600
250
$3.66M 0.06%
89,034
-29,437
8 9
10
11 12