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
$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
301
$1.17M 0.02%
16,393
-37,558
302
$1.08M 0.02%
31,354
+20,613
303
$1.06M 0.02%
+99,938
304
$1.06M 0.02%
+58,580
305
$1.02M 0.02%
40,681
-554,489
306
$1.01M 0.02%
11,897
-53,079
307
$1M 0.02%
+13,825
308
$982K 0.02%
17,172
-90,725
309
$969K 0.02%
+9,483
310
$941K 0.02%
+35,424
311
$890K 0.02%
+37,041
312
$877K 0.02%
+13,707
313
$877K 0.02%
+20,986
314
$858K 0.01%
53,645
+38,172
315
$836K 0.01%
+8,613
316
$811K 0.01%
9,683
-9,789
317
$803K 0.01%
+10,614
318
$789K 0.01%
39,358
-331,379
319
$770K 0.01%
+31,482
320
$763K 0.01%
+18,633
321
$706K 0.01%
+5,826
322
$695K 0.01%
+22,126
323
$651K 0.01%
7,538
-108
324
$648K 0.01%
21,689
-133,933
325
$631K 0.01%
+13,689
11 12
13
14 15