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
351
$975K 0.02%
27,275
+12,131
352
$973K 0.02%
20,860
+2,300
353
$958K 0.02%
70,905
+49,077
354
$954K 0.02%
3,940
-863
355
$953K 0.02%
12,259
+3,721
356
$944K 0.02%
+8,888
357
$944K 0.02%
12,443
+79
358
$943K 0.02%
29,455
+4,980
359
$941K 0.02%
13,688
+418
360
$934K 0.02%
5,959
+2,083
361
$930K 0.02%
4,158
-2,066
362
$923K 0.02%
+226,243
363
$918K 0.02%
15,332
-196,414
364
$915K 0.02%
16,827
+1,124
365
$914K 0.02%
3,202
-863
366
$912K 0.02%
12,312
+8,940
367
$902K 0.02%
7,571
-2,802
368
$892K 0.02%
24,009
+8,320
369
$890K 0.02%
+27,221
370
$888K 0.02%
26,499
+10,199
371
$884K 0.02%
+47,621
372
$884K 0.02%
8,368
+4,543
373
$883K 0.02%
24,659
-11,171
374
$883K 0.02%
111,789
+80,943
375
$882K 0.02%
52,159
-8,171
13 14
15
16 17