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
351
$355K 0.01%
+8,328
352
$354K 0.01%
+7,170
353
$352K 0.01%
+16,030
354
$351K 0.01%
+11,821
355
$350K 0.01%
+7,286
356
$348K 0.01%
+10,991
357
$345K 0.01%
+12,452
358
$338K 0.01%
+10,086
359
$336K 0.01%
34,723
+24,683
360
$331K 0.01%
+15,885
361
$329K 0.01%
+6,567
362
$328K 0.01%
+11,499
363
$326K 0.01%
+14,139
364
$323K 0.01%
4,026
-166,224
365
$318K 0.01%
+28,392
366
$318K 0.01%
40,005
+28,438
367
$315K 0.01%
+9,409
368
$307K 0.01%
+19,567
369
$303K 0.01%
+2,156
370
$291K 0.01%
+9,413
371
$288K ﹤0.01%
+8,038
372
$287K ﹤0.01%
+24,691
373
$238K ﹤0.01%
+6,120
374
$208K ﹤0.01%
5,297
-90,343
375
$206K ﹤0.01%
2,610
-3,159
13 14
15
16 17