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
351
$7.15M 0.05%
81,785
-136,889
352
$7.15M 0.05%
149,272
+6,673
353
$7.09M 0.05%
131,001
-112,489
354
$7.07M 0.05%
204,536
+108,931
355
$7.02M 0.05%
53,935
-71,288
356
$6.96M 0.05%
100,600
-43,261
357
$6.95M 0.05%
206,874
-340,525
358
$6.94M 0.05%
307,095
-165,300
359
$6.73M 0.05%
172,800
-277,680
360
$6.71M 0.05%
97,144
-39,282
361
$6.71M 0.05%
112,127
+57,335
362
$6.69M 0.05%
644,112
+349,957
363
$6.49M 0.05%
152,222
-254,743
364
$6.49M 0.05%
161,576
+57,929
365
$6.4M 0.05%
85,687
-157,808
366
$6.37M 0.05%
184,329
-116,226
367
$6.28M 0.04%
100,183
-150,010
368
$6.15M 0.04%
63,894
-105,153
369
$6.09M 0.04%
281,694
+205,929
370
$5.86M 0.04%
113,144
+69,169
371
$5.72M 0.04%
98,858
-11,801
372
$5.66M 0.04%
582,644
+402,249
373
$5.62M 0.04%
147,723
+12,733
374
$5.55M 0.04%
470,215
-751,253
375
$5.5M 0.04%
+97,097
13 14
15
16 17