WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-53,878
452
– –
-22,741
453
– –
-20,085
454
– –
-15,027
455
– –
-19,030
456
– –
-34,984
457
– –
-8,852
458
– –
-5,586
459
– –
-17,796
460
– –
-27,889
461
– –
-116,783
462
– –
-13,568
463
– –
-14,287
464
– –
-7,733
465
– –
-32,290
466
– –
-10,882
467
– –
-37,437
468
– –
-52,240
469
– –
-267,402
470
– –
-27,998
471
– –
-10,805
472
– –
-14,038
473
– –
-83,082
474
– –
-5,451
475
– –
-7,496
17 18
19
20 21