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
$1.19B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$31.7M
3
+$28.6M
4
CAH icon
Cardinal Health
CAH
+$27.1M
5
DFS
Discover Financial Services
DFS
+$25.3M

Top Sells

1
+$39.6M
2
+$17.2M
3
+$16.9M
4
FOXA icon
Fox Class A
FOXA
+$15M
5
CVX icon
Chevron
CVX
+$14.2M

Sector Composition

1 Financials 22.95%
2 Technology 11.93%
3 Healthcare 10.57%
4 Consumer Discretionary 9.4%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$278K 0.02%
7,455
-85,592
552
$277K 0.02%
1,977
-17,970
553
$277K 0.02%
9,544
-13,892
554
$274K 0.02%
13,216
-161,212
555
$274K 0.02%
1,469
-4,107
556
$273K 0.02%
5,126
-10,897
557
$273K 0.02%
27,112
-26,399
558
$273K 0.02%
8,048
-14,197
559
$273K 0.02%
+9,507
560
$272K 0.02%
+9,190
561
$272K 0.02%
+5,037
562
$270K 0.02%
2,629
-8,275
563
$270K 0.02%
1,669
-15,739
564
$266K 0.02%
6,013
-18,842
565
$266K 0.02%
+54,093
566
$266K 0.02%
16,106
-29,196
567
$265K 0.02%
+3,218
568
$265K 0.02%
17,860
-81,432
569
$263K 0.02%
22,895
-18,548
570
$262K 0.02%
+15,562
571
$262K 0.02%
27,344
+1,527
572
$261K 0.02%
+54,304
573
$261K 0.02%
+1,816
574
$261K 0.02%
+27,099
575
$258K 0.02%
23,517
-18,429
21 22
23
24 25