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
326
$601K 0.01%
+28,171
327
$580K 0.01%
7,196
-61,547
328
$542K 0.01%
7,975
-158,514
329
$533K 0.01%
+9,829
330
$522K 0.01%
3,466
-2,129
331
$512K 0.01%
+7,428
332
$484K 0.01%
4,165
-118,907
333
$478K 0.01%
+819
334
$469K 0.01%
+16,665
335
$451K 0.01%
+9,026
336
$441K 0.01%
+8,473
337
$435K 0.01%
+7,654
338
$402K 0.01%
3,705
-45,963
339
$402K 0.01%
+3,839
340
$392K 0.01%
+10,226
341
$387K 0.01%
+28,417
342
$387K 0.01%
12,056
-66,463
343
$378K 0.01%
+11,371
344
$378K 0.01%
4,678
-682
345
$371K 0.01%
+14,422
346
$364K 0.01%
+4,366
347
$363K 0.01%
+11,467
348
$363K 0.01%
+7,910
349
$360K 0.01%
+15,577
350
$356K 0.01%
+7,609
12 13
14
15 16