WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
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
601
$406K ﹤0.01%
7,377
-6,128
602
$405K ﹤0.01%
8,229
-1,119
603
$402K ﹤0.01%
12,647
+1,253
604
$393K ﹤0.01%
12,248
-77
605
$393K ﹤0.01%
14,399
-22,069
606
$391K ﹤0.01%
+24,312
607
$388K ﹤0.01%
+12,328
608
$385K ﹤0.01%
+5,059
609
$385K ﹤0.01%
+15,278
610
$385K ﹤0.01%
+27,203
611
$381K ﹤0.01%
+15,652
612
$373K ﹤0.01%
4,170
-3,403
613
$370K ﹤0.01%
1,445
-2,365
614
$362K ﹤0.01%
8,726
-8,193
615
$357K ﹤0.01%
20,257
-32,861
616
$353K ﹤0.01%
+8,189
617
$352K ﹤0.01%
8,439
-13,946
618
$350K ﹤0.01%
14,099
-16,130
619
$345K ﹤0.01%
10,216
-1,414
620
$340K ﹤0.01%
10,511
+3,007
621
$335K ﹤0.01%
8,585
-163,375
622
$330K ﹤0.01%
21,246
-6,639
623
$329K ﹤0.01%
9,669
-13,335
624
$325K ﹤0.01%
+16,454
625
$321K ﹤0.01%
+14,189
23 24
25
26 27