WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
251
$3.85M 0.07%
19,196
-91,932
252
$3.83M 0.07%
+28,293
253
$3.79M 0.07%
23,900
-76,294
254
$3.63M 0.06%
+105,101
255
$3.59M 0.06%
27,526
-70,730
256
$3.54M 0.06%
+76,398
257
$3.53M 0.06%
+67,313
258
$3.4M 0.06%
22,801
-73,355
259
$3.38M 0.06%
14,078
-21,583
260
$3.31M 0.06%
78,345
-474,232
261
$3.21M 0.06%
+25,614
262
$3.21M 0.06%
+48,595
263
$3.17M 0.05%
49,269
-17,715
264
$3.12M 0.05%
52,416
+10,773
265
$2.98M 0.05%
+96,099
266
$2.9M 0.05%
21,522
-31,000
267
$2.84M 0.05%
42,134
-35,740
268
$2.83M 0.05%
+34,884
269
$2.74M 0.05%
+40,759
270
$2.58M 0.04%
7,160
-13,833
271
$2.53M 0.04%
+191,249
272
$2.5M 0.04%
52,335
-517,459
273
$2.5M 0.04%
+33,696
274
$2.39M 0.04%
+48,634
275
$2.38M 0.04%
97,245
-247,197
9 10
11
12 13