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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$761K 0.02%
8,699
+4,365
427
$760K 0.02%
3,205
-1,108
428
$756K 0.02%
+23,444
429
$753K 0.02%
6,747
-2,655
430
$751K 0.02%
8,638
+5,196
431
$750K 0.02%
+31,252
432
$747K 0.02%
9,205
-2,551
433
$741K 0.01%
7,363
-18,101
434
$740K 0.01%
8,081
-1,060
435
$739K 0.01%
4,572
+3,047
436
$739K 0.01%
9,151
-156
437
$738K 0.01%
+48,653
438
$737K 0.01%
5,759
+397
439
$736K 0.01%
2,153
-44,112
440
$735K 0.01%
21,153
-717
441
$730K 0.01%
5,628
-46,247
442
$730K 0.01%
17,188
-12,675
443
$725K 0.01%
3,466
+1,191
444
$723K 0.01%
12,192
+160
445
$719K 0.01%
46,131
+10,322
446
$718K 0.01%
9,355
+5,269
447
$718K 0.01%
28,055
-4,217
448
$716K 0.01%
+7,937
449
$710K 0.01%
12,241
+3,768
450
$709K 0.01%
6,157
+166
16 17
18
19 20