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
376
$5.4M 0.04%
438,905
-118,930
377
$5.31M 0.04%
26,503
-42,733
378
$4.96M 0.04%
90,760
-28,302
379
$4.94M 0.04%
47,397
+1,779
380
$4.83M 0.03%
35,812
-59,937
381
$4.82M 0.03%
106,517
-178,342
382
$4.72M 0.03%
117,005
-171,928
383
$4.66M 0.03%
49,114
-257,228
384
$4.59M 0.03%
121,604
-188,656
385
$4.54M 0.03%
83,142
-107,393
386
$4.53M 0.03%
74,068
-74,794
387
$4.48M 0.03%
61,905
-6,715
388
$4.29M 0.03%
+140,809
389
$4.13M 0.03%
270,048
-527,976
390
$4.12M 0.03%
49,392
-107,840
391
$4.08M 0.03%
106,528
+71,252
392
$3.93M 0.03%
37,407
+8,770
393
$3.86M 0.03%
266,603
-260,261
394
$3.83M 0.03%
92,088
-11,636
395
$3.8M 0.03%
142,953
-236,197
396
$3.59M 0.03%
91,982
-153,530
397
$3.56M 0.03%
45,472
+21,405
398
$3.55M 0.03%
30,421
-50,873
399
$3.49M 0.03%
113,886
-190,539
400
$3.47M 0.02%
82,690
-4,536
14 15
16
17 18