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
526
$998K 0.01%
24,595
-781
527
$995K 0.01%
27,852
-2,799
528
$995K 0.01%
55,843
+14,059
529
$974K 0.01%
26,247
-3,069
530
$970K 0.01%
16,975
-14,821
531
$969K 0.01%
20,604
-7,482
532
$968K 0.01%
16,441
+13,228
533
$965K 0.01%
85,977
+16,166
534
$962K 0.01%
20,915
-1,381
535
$961K 0.01%
36,810
-16,975
536
$959K 0.01%
18,620
+3,458
537
$938K 0.01%
+26,330
538
$920K 0.01%
17,468
-25,764
539
$915K 0.01%
7,668
-8,449
540
$912K 0.01%
36,104
+12,786
541
$910K 0.01%
17,858
+7,705
542
$900K 0.01%
36,981
-41,463
543
$897K 0.01%
+77,762
544
$896K 0.01%
9,811
+2,317
545
$895K 0.01%
21,578
+3,258
546
$878K 0.01%
+50,127
547
$875K 0.01%
12,653
+3,720
548
$869K 0.01%
19,099
-11,107
549
$853K 0.01%
21,001
-1,046
550
$850K 0.01%
10,758
+1,938
20 21
22
23 24