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
401
$3.44M 0.02%
61,307
-102,538
402
$3.4M 0.02%
61,180
-25,999
403
$3.23M 0.02%
45,457
+22,071
404
$3.2M 0.02%
235,626
-1,105,422
405
$3.17M 0.02%
70,565
-17,143
406
$3.12M 0.02%
68,205
-15,930
407
$3.04M 0.02%
18,413
-20,163
408
$3.04M 0.02%
47,670
-6,912
409
$2.99M 0.02%
36,914
-4,424
410
$2.97M 0.02%
+35,187
411
$2.96M 0.02%
42,685
-3,908
412
$2.94M 0.02%
64,335
-858
413
$2.78M 0.02%
79,688
+2,784
414
$2.74M 0.02%
44,409
-2,582
415
$2.72M 0.02%
93,706
-100,991
416
$2.72M 0.02%
23,086
+938
417
$2.65M 0.02%
77,698
+28,018
418
$2.64M 0.02%
23,569
+102
419
$2.6M 0.02%
245,773
+46,735
420
$2.58M 0.02%
6,780
+2,672
421
$2.56M 0.02%
+57,879
422
$2.54M 0.02%
22,265
+8,865
423
$2.52M 0.02%
45,892
+3,439
424
$2.49M 0.02%
73,961
+22,894
425
$2.43M 0.02%
110,859
+22,468
15 16
17
18 19