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
$5.82B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$43.3M
3
+$40.8M
4
GE icon
GE Aerospace
GE
+$35.8M
5
MCD icon
McDonald's
MCD
+$33.6M

Top Sells

1
+$63M
2
+$41.1M
3
+$40.5M
4
EMC
EMC CORPORATION
EMC
+$33.3M
5
INTC icon
Intel
INTC
+$32.7M

Sector Composition

1 Technology 19.27%
2 Consumer Discretionary 17.95%
3 Financials 16.21%
4 Consumer Staples 11.46%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45M 0.77%
4,756,280
-138,630
27
$44.5M 0.77%
+857,040
28
$44.2M 0.76%
1,043,842
+964,350
29
$43.3M 0.74%
+343,216
30
$42.9M 0.74%
821,197
-378,121
31
$42.7M 0.73%
340,655
-32,661
32
$42.5M 0.73%
670,023
+189,443
33
$41.8M 0.72%
415,900
+123,506
34
$41.4M 0.71%
764,930
-129,807
35
$40.3M 0.69%
241,618
-73,551
36
$40.2M 0.69%
312,737
-54,038
37
$39.3M 0.68%
895,994
-478,373
38
$36.9M 0.63%
432,019
-100,488
39
$36.3M 0.62%
667,468
-227,243
40
$36M 0.62%
916,480
+691,014
41
$35.9M 0.62%
392,929
+67,690
42
$35.8M 0.62%
342,408
+40,274
43
$35.8M 0.61%
+252,036
44
$35.4M 0.61%
515,268
+3,837
45
$35.3M 0.61%
186,030
-59,366
46
$34.8M 0.6%
386,090
-188,786
47
$34.8M 0.6%
794,589
+22,690
48
$34.4M 0.59%
690,926
+66,862
49
$34.3M 0.59%
819,080
-330,460
50
$34.1M 0.59%
512,190
-384,698
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