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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-127,539
502
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-11,025
503
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-7,476
504
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-47,193
505
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-43,624
506
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-12,134
507
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-85,680
508
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-119,032
509
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-16,073
510
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-11,137
511
– –
-9,652
512
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-6,643
513
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-6,037
514
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-30,113
515
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-20,933
516
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-32,999
517
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-18,691
518
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-2,875
519
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-27,433
520
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-32,793
521
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-20,986
522
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-18,428
523
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-66,180
524
– –
-31,624
525
– –
-18,833
19 20
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