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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.14M 0.02%
53,820
-124,500
377
$1.98M 0.02%
38,651
-52,992
378
$1.85M 0.01%
17,929
-83,512
379
$1.85M 0.01%
9,444
-18,835
380
$1.62M 0.01%
25,959
-69,511
381
$1.6M 0.01%
45,604
-74,840
382
$1.57M 0.01%
30,838
-21,794
383
$1.52M 0.01%
1,310
-324
384
$1.49M 0.01%
34,958
-111,152
385
$1.28M 0.01%
22,396
-105,947
386
$1.26M 0.01%
27,550
-8,810
387
$1.21M 0.01%
4,063
-4,283
388
$1.12M 0.01%
+16,196
389
$933K 0.01%
12,544
-30,469
390
$845K 0.01%
27,775
-22,142
391
$819K 0.01%
15,588
+1,176
392
$810K 0.01%
3,427
-21,539
393
$744K 0.01%
+9,623
394
$681K 0.01%
25,153
-116,532
395
$648K 0.01%
8,885
-33,450
396
$629K 0.01%
86,021
-341,144
397
$548K ﹤0.01%
+5,139
398
$519K ﹤0.01%
8,041
+2,749
399
$448K ﹤0.01%
+3,202
400
$381K ﹤0.01%
1,042
-2,069
14 15
16
17 18