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
376
$203K ﹤0.01%
+3,602
377
$201K ﹤0.01%
+7,478
378
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-89,034
379
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-121,668
380
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-187,114
381
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-599,550
382
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-294,291
383
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-511,398
384
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-11,341
385
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-4,746
386
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387
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-934,848
388
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-84,840
389
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-330,473
390
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-194,673
391
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-51,021
392
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-149,930
393
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394
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-1,892,040
395
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-272,610
396
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-57,402
397
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-11,400
398
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-141,723
399
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-142,073
400
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-96,480
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