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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.09M 0.02%
4,218
-1,923
327
$1.08M 0.02%
+37,034
328
$1.07M 0.02%
15,519
+4,735
329
$1.06M 0.02%
+21,048
330
$1.06M 0.02%
51,387
+2,458
331
$1.06M 0.02%
18,608
-110,963
332
$1.06M 0.02%
+61,345
333
$1.05M 0.02%
32,262
+18,261
334
$1.05M 0.02%
+11,324
335
$1.04M 0.02%
68,944
-3,644
336
$1.04M 0.02%
12,069
+6,295
337
$1.04M 0.02%
6,319
-1,599
338
$1.04M 0.02%
+9,913
339
$1.04M 0.02%
24,648
-8,099
340
$1.03M 0.02%
4,199
+1,358
341
$1.03M 0.02%
29,244
+13,159
342
$1.03M 0.02%
6,084
+1,253
343
$1.03M 0.02%
6,451
-3,938
344
$1.02M 0.02%
33,559
+19,736
345
$1.01M 0.02%
144,339
-16,146
346
$1.01M 0.02%
2,239
+309
347
$1.01M 0.02%
+33,095
348
$1.01M 0.02%
59,264
+22,415
349
$990K 0.02%
18,288
+15,126
350
$988K 0.02%
10,651
+4,847
12 13
14
15 16