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
$1.19B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$31.7M
3
+$28.6M
4
CAH icon
Cardinal Health
CAH
+$27.1M
5
DFS
Discover Financial Services
DFS
+$25.3M

Top Sells

1
+$39.6M
2
+$17.2M
3
+$16.9M
4
FOXA icon
Fox Class A
FOXA
+$15M
5
CVX icon
Chevron
CVX
+$14.2M

Sector Composition

1 Financials 22.95%
2 Technology 11.93%
3 Healthcare 10.57%
4 Consumer Discretionary 9.4%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$415K 0.03%
+14,100
402
$414K 0.03%
12,864
-8,027
403
$413K 0.03%
3,710
-118,953
404
$411K 0.03%
13,078
-11,919
405
$411K 0.03%
+9,477
406
$410K 0.03%
5,193
-9,649
407
$409K 0.03%
7,575
-1,667
408
$408K 0.03%
1,271
-1,715
409
$408K 0.03%
+17,702
410
$407K 0.03%
7,671
-12,603
411
$407K 0.03%
3,856
-29,227
412
$407K 0.03%
9,142
-37,888
413
$406K 0.03%
+10,442
414
$403K 0.03%
9,578
+3,919
415
$402K 0.03%
+3,410
416
$400K 0.03%
+13,064
417
$397K 0.03%
8,605
+1,774
418
$397K 0.03%
55,436
-15,480
419
$395K 0.03%
+3,757
420
$395K 0.03%
9,317
-4,494
421
$394K 0.03%
8,758
-41,348
422
$394K 0.03%
+15,090
423
$392K 0.03%
7,359
-70,090
424
$392K 0.03%
+20,189
425
$391K 0.03%
+8,638
15 16
17
18 19