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
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$75.7M
3
+$70.2M
4
TEL icon
TE Connectivity
TEL
+$67.6M
5
BBY icon
Best Buy
BBY
+$59.9M

Top Sells

1
+$72.8M
2
+$64.1M
3
+$62M
4
RL icon
Ralph Lauren
RL
+$49.9M
5
AIZ icon
Assurant
AIZ
+$47.3M

Sector Composition

1 Consumer Discretionary 19.89%
2 Technology 18.84%
3 Financials 16.09%
4 Healthcare 11.71%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.28M 0.07%
+294,441
302
$9.04M 0.07%
43,725
+37,990
303
$9.01M 0.07%
30,870
+1,919
304
$8.93M 0.07%
217,226
+163,104
305
$8.86M 0.07%
336,364
-154,649
306
$8.77M 0.07%
+64,287
307
$8.74M 0.07%
48,747
-91,979
308
$8.69M 0.07%
+339,360
309
$8.55M 0.07%
262,786
-545,852
310
$8.54M 0.07%
218,330
+148,359
311
$8.49M 0.07%
+83,303
312
$8.44M 0.07%
204,936
-430,124
313
$8.31M 0.07%
283,015
-196,009
314
$7.99M 0.06%
1,079,955
-1,571,134
315
$7.4M 0.06%
60,674
-90,869
316
$7.39M 0.06%
+214,355
317
$7.17M 0.06%
140,400
-90,711
318
$6.97M 0.06%
+81,732
319
$6.96M 0.06%
+116,042
320
$6.9M 0.05%
69,874
-347,525
321
$6.78M 0.05%
237,468
+68,363
322
$6.76M 0.05%
192,824
-51,923
323
$6.74M 0.05%
225,541
-330,683
324
$6.74M 0.05%
+119,854
325
$6.69M 0.05%
691,596
-1,019,346
11 12
13
14 15