WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.05B
AUM Growth
-$3.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$35.6M
3
+$31.1M
4
KDP icon
Keurig Dr Pepper
KDP
+$29.2M
5
IPG
Interpublic Group of Companies
IPG
+$28.8M

Top Sells

1
+$102M
2
+$67.5M
3
+$65.4M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$56.7M
5
ROK icon
Rockwell Automation
ROK
+$55M

Sector Composition

1 Financials 23.18%
2 Consumer Discretionary 20.51%
3 Technology 16.89%
4 Healthcare 11.4%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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330
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340
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341
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342
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345
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346
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