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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.21M 0.15%
+82,350
227
$7.21M 0.15%
+75,979
228
$6.9M 0.14%
190,139
+4,761
229
$6.72M 0.14%
37,035
-27,567
230
$6.69M 0.13%
+42,087
231
$6.66M 0.13%
86,634
-93,391
232
$6.52M 0.13%
+104,902
233
$6.39M 0.13%
32,362
+28,488
234
$6.34M 0.13%
187,333
-126,053
235
$5.86M 0.12%
+62,488
236
$5.72M 0.12%
176,166
-12,446
237
$5.68M 0.11%
281,794
-148,667
238
$5.6M 0.11%
+169,832
239
$5.41M 0.11%
53,066
+23,300
240
$5.38M 0.11%
+381,306
241
$5.25M 0.11%
+339,181
242
$5.24M 0.11%
+144,294
243
$5.11M 0.1%
+43,136
244
$5.07M 0.1%
25,741
-412
245
$4.97M 0.1%
+1,334,943
246
$4.71M 0.09%
1,642,310
+237,715
247
$4.66M 0.09%
94,284
-56,171
248
$4.43M 0.09%
+565,432
249
$4.29M 0.09%
67,794
-84,187
250
$4.04M 0.08%
+62,431
8 9
10
11 12