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
$6.05B
AUM Growth
-$3.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$35.1M
3
+$30.8M
4
MCD icon
McDonald's
MCD
+$29.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$28.4M

Top Sells

1
+$104M
2
+$71.5M
3
+$67.5M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$56.7M
5
ROK icon
Rockwell Automation
ROK
+$55M

Sector Composition

1 Financials 23.18%
2 Consumer Discretionary 20.51%
3 Technology 17.24%
4 Healthcare 11.4%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.9M 0.81%
2,387,111
-2,549,909
27
$48M 0.79%
672,479
-231,341
28
$48M 0.79%
315,169
-16,912
29
$47.3M 0.78%
890,325
-195,441
30
$46.8M 0.77%
366,775
+167,570
31
$46.8M 0.77%
574,876
-164,850
32
$46.7M 0.77%
588,214
-118,437
33
$44.8M 0.74%
245,396
+1,842
34
$41.4M 0.68%
965,728
-386,649
35
$41.3M 0.68%
807,782
+685,726
36
$41.3M 0.68%
894,711
-313,858
37
$41.1M 0.68%
4,894,910
-644,360
38
$41.1M 0.68%
1,149,540
-171,540
39
$40.5M 0.67%
272,610
-304,559
40
$40.3M 0.67%
635,249
-604,483
41
$40.3M 0.67%
532,507
-196,455
42
$40M 0.66%
2,212,155
-670,965
43
$38.8M 0.64%
943,343
-656,004
44
$38.3M 0.63%
456,542
-401,113
45
$38.1M 0.63%
441,224
+122,098
46
$37.9M 0.63%
47,727
-5,863
47
$37.5M 0.62%
699,749
-406,431
48
$37.1M 0.61%
1,445,564
-1,754,967
49
$37M 0.61%
378,098
-126,128
50
$36.8M 0.61%
496,754
+110,410
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