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
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9.97M 0.07%
+253,945
327
$9.9M 0.07%
421,223
-686,390
328
$9.76M 0.07%
+232,807
329
$9.43M 0.07%
417,295
+280,087
330
$9.39M 0.07%
273,815
-447,186
331
$9.34M 0.07%
204,860
-342,839
332
$9.29M 0.07%
238,211
+132,309
333
$9.28M 0.07%
115,997
-92,285
334
$9.26M 0.07%
477,631
+213,189
335
$9.07M 0.06%
305,092
+275,274
336
$8.36M 0.06%
+84,404
337
$8.27M 0.06%
266,596
-421,282
338
$8.24M 0.06%
239,902
-401,627
339
$8.24M 0.06%
127,249
-42,890
340
$7.89M 0.06%
+138,849
341
$7.88M 0.06%
217,168
+133,785
342
$7.83M 0.06%
79,150
-209,443
343
$7.81M 0.06%
458,253
-223,697
344
$7.74M 0.06%
157,159
-322,485
345
$7.67M 0.05%
229,276
-383,814
346
$7.51M 0.05%
182,592
+134,522
347
$7.48M 0.05%
66,459
+54,788
348
$7.38M 0.05%
95,424
-547,247
349
$7.38M 0.05%
74,409
-95,243
350
$7.35M 0.05%
286,015
-565,653
12 13
14
15 16