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
251
$3.62M 0.06%
141,723
-814,254
252
$3.6M 0.06%
+79,492
253
$3.38M 0.06%
53,951
-225,498
254
$3.31M 0.05%
95,640
-975,330
255
$3.26M 0.05%
45,679
-527,323
256
$3.1M 0.05%
33,835
-32,561
257
$2.99M 0.05%
24,652
+244
258
$2.6M 0.04%
66,550
-406,369
259
$2.51M 0.04%
46,840
-13,952
260
$2.44M 0.04%
73,175
-689,915
261
$2.33M 0.04%
41,643
-352,079
262
$2.04M 0.03%
+78,519
263
$1.99M 0.03%
57,402
-175,029
264
$1.88M 0.03%
+11,341
265
$1.76M 0.03%
18,418
-353,111
266
$1.72M 0.03%
19,472
-53,848
267
$1.65M 0.03%
22,544
-22,286
268
$1.5M 0.02%
14,408
-229,750
269
$1.44M 0.02%
+11,400
270
$1.34M 0.02%
17,230
-917,162
271
$1.31M 0.02%
39,877
-549,448
272
$1.21M 0.02%
26,358
-177,831
273
$1.17M 0.02%
21,936
-370,396
274
$1.14M 0.02%
102,572
-296,884
275
$1.04M 0.02%
+28,550
9 10
11
12 13