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
501
$1.2M 0.01%
145,725
-62,513
502
$1.2M 0.01%
20,125
-2,672
503
$1.19M 0.01%
84,001
+28,434
504
$1.19M 0.01%
36,771
-6,606
505
$1.18M 0.01%
+20,688
506
$1.17M 0.01%
13,624
+2,596
507
$1.16M 0.01%
32,820
+25,164
508
$1.16M 0.01%
39,639
+1,460
509
$1.12M 0.01%
+15,301
510
$1.11M 0.01%
19,566
-8,500
511
$1.11M 0.01%
30,750
-40,111
512
$1.11M 0.01%
19,686
-3,624
513
$1.11M 0.01%
52,367
+1,978
514
$1.11M 0.01%
25,055
+1,253
515
$1.1M 0.01%
44,840
-297,822
516
$1.09M 0.01%
12,966
+9,406
517
$1.09M 0.01%
14,450
-6,226
518
$1.09M 0.01%
15,802
-14,818
519
$1.09M 0.01%
15,585
-2,375
520
$1.08M 0.01%
14,996
+2,470
521
$1.05M 0.01%
78,758
-35,772
522
$1.05M 0.01%
65,956
+3,801
523
$1.02M 0.01%
29,743
+10,914
524
$1.01M 0.01%
69,700
+16,209
525
$1.01M 0.01%
23,670
+6,728
19 20
21
22 23