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
601
$477K 0.01%
6,197
+1,547
602
$477K 0.01%
+14,503
603
$476K 0.01%
+4,874
604
$474K 0.01%
9,201
+3,642
605
$474K 0.01%
13,150
-2,449
606
$470K 0.01%
+18,362
607
$470K 0.01%
+2,699
608
$469K 0.01%
9,387
+1,812
609
$467K 0.01%
6,443
+1,327
610
$466K 0.01%
+17,860
611
$464K 0.01%
4,913
-5,318
612
$463K 0.01%
3,313
-37,852
613
$462K 0.01%
+45,757
614
$461K 0.01%
10,565
-140,576
615
$460K 0.01%
14,802
+4,365
616
$459K 0.01%
+21,813
617
$458K 0.01%
+36,180
618
$458K 0.01%
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619
$457K 0.01%
42,312
-486
620
$456K 0.01%
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621
$456K 0.01%
5,767
+2,534
622
$455K 0.01%
+13,322
623
$454K 0.01%
4,471
+1,698
624
$454K 0.01%
+11,758
625
$452K 0.01%
12,604
-5,574
23 24
25
26 27