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
$5.82B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$43.3M
3
+$40.8M
4
GE icon
GE Aerospace
GE
+$35.8M
5
MCD icon
McDonald's
MCD
+$33.6M

Top Sells

1
+$63M
2
+$41.1M
3
+$40.5M
4
EMC
EMC CORPORATION
EMC
+$33.3M
5
INTC icon
Intel
INTC
+$32.7M

Sector Composition

1 Technology 19.27%
2 Consumer Discretionary 17.95%
3 Financials 16.21%
4 Consumer Staples 11.46%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.83M 0.1%
108,265
-141,340
227
$5.8M 0.1%
142,811
-318,009
228
$5.76M 0.1%
118,019
-286,490
229
$5.58M 0.1%
116,333
+109,729
230
$5.51M 0.09%
+228,563
231
$5.5M 0.09%
92,330
-51,227
232
$5.39M 0.09%
+74,541
233
$5.17M 0.09%
44,299
-152,192
234
$5.16M 0.09%
38,794
-20,694
235
$5.09M 0.09%
+24,608
236
$5.09M 0.09%
106,674
-166,380
237
$5.08M 0.09%
198,945
-425,004
238
$5.07M 0.09%
+41,451
239
$4.7M 0.08%
+28,212
240
$4.67M 0.08%
69,050
-10,420
241
$4.61M 0.08%
+58,386
242
$4.52M 0.08%
29,627
-82,740
243
$4.42M 0.08%
363,070
-1,207,915
244
$4.38M 0.08%
+62,717
245
$4.3M 0.07%
61,744
-56,796
246
$4.2M 0.07%
+258,480
247
$4.19M 0.07%
+111,640
248
$4.13M 0.07%
306,570
-398,485
249
$4M 0.07%
124,442
-583,058
250
$3.94M 0.07%
132,809
-185,949
8 9
10
11 12