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
551
$784K 0.01%
18,307
+7,517
552
$774K 0.01%
72,898
-5,989
553
$754K 0.01%
60,867
-29,154
554
$752K 0.01%
21,403
+4,426
555
$732K 0.01%
+10,136
556
$722K 0.01%
+8,449
557
$720K 0.01%
31,389
-23,890
558
$716K 0.01%
41,126
+10,899
559
$706K 0.01%
+34,953
560
$703K 0.01%
34,549
-28,767
561
$689K ﹤0.01%
17,546
-128
562
$687K ﹤0.01%
6,225
-2,468
563
$674K ﹤0.01%
25,280
+16,927
564
$666K ﹤0.01%
+10,431
565
$661K ﹤0.01%
+38,473
566
$660K ﹤0.01%
13,519
-5,021
567
$659K ﹤0.01%
+31,793
568
$641K ﹤0.01%
23,635
+3,572
569
$635K ﹤0.01%
10,336
-7,564
570
$632K ﹤0.01%
19,877
+12,761
571
$629K ﹤0.01%
18,408
-9,597
572
$621K ﹤0.01%
33,077
-31,768
573
$611K ﹤0.01%
15,029
+8,244
574
$598K ﹤0.01%
36,336
-27,550
575
$591K ﹤0.01%
27,195
+794
21 22
23
24 25