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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$655K 0.01%
746
+279
477
$654K 0.01%
+7,755
478
$653K 0.01%
7,667
+1,592
479
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+15,894
480
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+81,108
481
$647K 0.01%
2,382
-538
482
$638K 0.01%
+37,283
483
$636K 0.01%
21,094
+3,611
484
$635K 0.01%
+40,002
485
$633K 0.01%
+22,483
486
$632K 0.01%
8,193
-6,003
487
$630K 0.01%
+8,572
488
$629K 0.01%
1,545
+777
489
$628K 0.01%
+148,785
490
$625K 0.01%
2,519
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491
$623K 0.01%
7,428
-1,483
492
$622K 0.01%
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493
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12,007
+3,676
494
$621K 0.01%
5,912
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495
$617K 0.01%
30,152
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496
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6,389
-3,022
497
$613K 0.01%
17,232
-17,359
498
$610K 0.01%
5,211
-527
499
$609K 0.01%
8,708
-183,033
500
$608K 0.01%
+35,327
18 19
20
21 22