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
426
$2.43M 0.02%
40,005
-1,704
427
$2.43M 0.02%
+113,955
428
$2.4M 0.02%
92,249
-88,499
429
$2.4M 0.02%
37,919
-18,539
430
$2.37M 0.02%
25,929
-48,730
431
$2.35M 0.02%
21,098
+5,712
432
$2.35M 0.02%
58,762
+25,667
433
$2.32M 0.02%
48,199
-4,640
434
$2.32M 0.02%
89,773
+16,062
435
$2.31M 0.02%
19,558
+1,340
436
$2.3M 0.02%
58,495
-7,115
437
$2.29M 0.02%
28,584
+2,638
438
$2.29M 0.02%
36,507
-61,063
439
$2.28M 0.02%
40,611
+6,980
440
$2.26M 0.02%
28,104
+10,911
441
$2.26M 0.02%
18,720
+739
442
$2.24M 0.02%
44,202
+21,344
443
$2.23M 0.02%
38,115
+21,960
444
$2.2M 0.02%
36,238
-605
445
$2.19M 0.02%
46,024
-217,853
446
$2.19M 0.02%
17,139
-3,977
447
$2.16M 0.02%
41,849
-9,924
448
$2.15M 0.02%
50,249
+25,783
449
$2.13M 0.02%
245,984
+66,798
450
$2.13M 0.02%
34,656
-7,516
16 17
18
19 20