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
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20.9M 0.15%
227,673
-92,707
252
$20.4M 0.15%
537,264
-588,507
253
$20.3M 0.15%
465,672
-158,143
254
$20.2M 0.14%
912,125
+823,204
255
$20M 0.14%
228,057
-1,438
256
$19.7M 0.14%
212,138
-313,281
257
$19.6M 0.14%
165,229
+51,613
258
$19.4M 0.14%
1,813,548
-22,125
259
$19.3M 0.14%
327,883
+294,673
260
$19.2M 0.14%
362,686
-144,640
261
$19.1M 0.14%
324,492
-97,854
262
$19M 0.14%
187,101
+81,480
263
$18.6M 0.13%
421,595
-552,333
264
$18.6M 0.13%
378,817
+115,968
265
$18.5M 0.13%
304,533
-133,270
266
$18.4M 0.13%
131,339
-192,143
267
$17.7M 0.13%
425,704
-598,286
268
$17.6M 0.13%
183,686
-298,723
269
$17.6M 0.13%
393,734
-239,321
270
$17.6M 0.13%
368,860
+20,342
271
$17.4M 0.12%
132,116
+43,126
272
$17.2M 0.12%
383,236
-54,411
273
$17.1M 0.12%
318,772
-155,320
274
$17M 0.12%
71,613
-50,248
275
$16.8M 0.12%
376,132
+20,768
9 10
11
12 13