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
576
$589K ﹤0.01%
34,532
-12,394
577
$588K ﹤0.01%
18,623
-28,938
578
$584K ﹤0.01%
10,596
-11,194
579
$578K ﹤0.01%
34,898
-45,372
580
$560K ﹤0.01%
6,945
-12,290
581
$557K ﹤0.01%
142,280
+48,064
582
$553K ﹤0.01%
12,252
+4,770
583
$545K ﹤0.01%
+11,819
584
$542K ﹤0.01%
1,297
+759
585
$530K ﹤0.01%
13,343
-15,754
586
$505K ﹤0.01%
17,206
+280
587
$490K ﹤0.01%
8,164
-9,118
588
$476K ﹤0.01%
+18,489
589
$469K ﹤0.01%
+11,746
590
$446K ﹤0.01%
+13,008
591
$443K ﹤0.01%
+8,229
592
$443K ﹤0.01%
18,830
-876
593
$439K ﹤0.01%
7,409
+3,022
594
$438K ﹤0.01%
9,982
-8,148
595
$437K ﹤0.01%
13,727
-23,388
596
$433K ﹤0.01%
+18,438
597
$426K ﹤0.01%
9,164
-7,102
598
$425K ﹤0.01%
+10,029
599
$421K ﹤0.01%
8,514
+3,761
600
$415K ﹤0.01%
13,893
+3,766
22 23
24
25 26