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
476
$1.67M 0.01%
48,959
+26,438
477
$1.65M 0.01%
30,538
+7,300
478
$1.64M 0.01%
22,260
+1,250
479
$1.61M 0.01%
30,081
+6,643
480
$1.61M 0.01%
27,503
+22,950
481
$1.6M 0.01%
+21,429
482
$1.57M 0.01%
64,874
+25,106
483
$1.56M 0.01%
45,861
-11,732
484
$1.52M 0.01%
38,541
-12,777
485
$1.51M 0.01%
17,657
+5,031
486
$1.49M 0.01%
13,422
-20,105
487
$1.48M 0.01%
26,982
-2,902
488
$1.48M 0.01%
15,119
+12,798
489
$1.48M 0.01%
14,900
-7,670
490
$1.47M 0.01%
30,516
+16,401
491
$1.46M 0.01%
61,610
+11,432
492
$1.44M 0.01%
100,564
-12,458
493
$1.41M 0.01%
9,382
-3,818
494
$1.4M 0.01%
30,865
-24,082
495
$1.38M 0.01%
+79,205
496
$1.37M 0.01%
19,505
-6,065
497
$1.35M 0.01%
66,929
-14,526
498
$1.33M 0.01%
16,934
-8,854
499
$1.29M 0.01%
10,031
+6,334
500
$1.29M 0.01%
55,292
-16,760
18 19
20
21 22