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
451
$2.12M 0.02%
8,438
-13,925
452
$2.12M 0.02%
52,899
-22,854
453
$2.09M 0.01%
18,624
-1,403
454
$2.08M 0.01%
143,146
-987,974
455
$2.04M 0.01%
+12,440
456
$2.04M 0.01%
42,621
+2,602
457
$2.03M 0.01%
32,540
-6,994
458
$2.02M 0.01%
42,293
+12,020
459
$2.01M 0.01%
38,328
+5,060
460
$1.99M 0.01%
+1,752
461
$1.99M 0.01%
15,739
+7,395
462
$1.97M 0.01%
25,563
-4,090
463
$1.94M 0.01%
37,641
+15,114
464
$1.92M 0.01%
25,122
+1,327
465
$1.89M 0.01%
34,301
+3,870
466
$1.89M 0.01%
68,236
+35,180
467
$1.85M 0.01%
+25,031
468
$1.82M 0.01%
33,969
-16,569
469
$1.81M 0.01%
109,349
-40,908
470
$1.8M 0.01%
16,208
+5,563
471
$1.77M 0.01%
36,750
+1,822
472
$1.75M 0.01%
19,654
+10,419
473
$1.71M 0.01%
68,647
+42,571
474
$1.67M 0.01%
30,249
+7,926
475
$1.67M 0.01%
45,326
+2,282
17 18
19
20 21