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
551
$530K 0.01%
13,012
-196,524
552
$529K 0.01%
10,100
-221,547
553
$529K 0.01%
+41,873
554
$529K 0.01%
8,548
-5,450
555
$525K 0.01%
+41,665
556
$524K 0.01%
+11,359
557
$523K 0.01%
1,840
-1,379
558
$522K 0.01%
+31,266
559
$522K 0.01%
+15,904
560
$521K 0.01%
6,432
+83
561
$521K 0.01%
+20,735
562
$520K 0.01%
+9,523
563
$520K 0.01%
+9,434
564
$519K 0.01%
+31,508
565
$517K 0.01%
11,934
-825
566
$516K 0.01%
6,343
-2,138
567
$516K 0.01%
+10,404
568
$516K 0.01%
7,550
-589
569
$514K 0.01%
6,138
+3,440
570
$514K 0.01%
4,928
-2,542
571
$514K 0.01%
+73,229
572
$513K 0.01%
+19,167
573
$512K 0.01%
+33,709
574
$511K 0.01%
2,905
-6,333
575
$511K 0.01%
5,367
-68
21 22
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