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
26
$80.8M 0.58%
4,577,456
+86,340
27
$79M 0.57%
666,866
+55,183
28
$78.4M 0.56%
834,618
+181,545
29
$76.3M 0.55%
1,149,472
-279,603
30
$75M 0.54%
923,009
-83,116
31
$73.8M 0.53%
691,920
-166,822
32
$73.5M 0.53%
1,403,293
-515,311
33
$73.4M 0.53%
869,619
-13,699
34
$73.4M 0.53%
453,069
+41,753
35
$73M 0.52%
1,196,715
+452,072
36
$73M 0.52%
2,898,904
+136,760
37
$72.9M 0.52%
1,253,857
+533,270
38
$72.1M 0.52%
2,570,341
-683,943
39
$70.4M 0.5%
822,927
+234,248
40
$70.3M 0.5%
539,249
-83,445
41
$70.1M 0.5%
1,224,303
+17,180
42
$69.3M 0.5%
941,587
-4,718
43
$69M 0.49%
987,634
+574,072
44
$68.6M 0.49%
2,455,822
-524,540
45
$68.4M 0.49%
1,736,649
-118,949
46
$67.2M 0.48%
1,043,906
+81,684
47
$67.2M 0.48%
1,451,359
+193,285
48
$66.4M 0.47%
2,053,276
-85,002
49
$66M 0.47%
1,576,733
+446,432
50
$65.5M 0.47%
1,372,800
+441,246
1
2
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