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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.4M 0.1%
658,160
-121,893
277
$12.3M 0.1%
505,630
+430,946
278
$12.2M 0.1%
148,917
+118,439
279
$12.2M 0.1%
70,987
+10,239
280
$12M 0.1%
17,583
-40,903
281
$11.5M 0.09%
213,660
+190,641
282
$11.4M 0.09%
+121,332
283
$11.2M 0.09%
490,929
-195,172
284
$11.1M 0.09%
69,157
-212,112
285
$10.9M 0.09%
226,484
+176,708
286
$10.9M 0.09%
120,749
-326,255
287
$10.8M 0.09%
448,690
+67,274
288
$10.7M 0.09%
93,079
+90,265
289
$10.7M 0.09%
+57,537
290
$10.7M 0.09%
184,283
-36,792
291
$10.6M 0.08%
109,135
-275,174
292
$10.5M 0.08%
92,255
-52,895
293
$10.5M 0.08%
92,279
+81,092
294
$10.3M 0.08%
98,042
+64,420
295
$9.83M 0.08%
256,384
+65,532
296
$9.8M 0.08%
174,791
+101,611
297
$9.7M 0.08%
193,905
+125,984
298
$9.67M 0.08%
296,659
-460,247
299
$9.6M 0.08%
274,003
+82,142
300
$9.47M 0.08%
46,667
-25,848
10 11
12
13 14