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
626
$320K ﹤0.01%
6,738
+1,450
627
$317K ﹤0.01%
14,879
-20,602
628
$311K ﹤0.01%
11,475
-16,812
629
$307K ﹤0.01%
+5,275
630
$301K ﹤0.01%
+10,163
631
$297K ﹤0.01%
8,465
-11,404
632
$293K ﹤0.01%
8,937
-14,847
633
$287K ﹤0.01%
11,649
-4,075
634
$284K ﹤0.01%
13,843
-22,220
635
$283K ﹤0.01%
+19,784
636
$282K ﹤0.01%
+7,507
637
$276K ﹤0.01%
12,369
+2,283
638
$273K ﹤0.01%
20,366
-1,038
639
$266K ﹤0.01%
12,981
-21,526
640
$254K ﹤0.01%
5,933
-9,717
641
$253K ﹤0.01%
4,007
-6,380
642
$244K ﹤0.01%
5,153
-8,529
643
$241K ﹤0.01%
+5,059
644
$238K ﹤0.01%
4,137
-8,158
645
$237K ﹤0.01%
12,897
-21,304
646
$229K ﹤0.01%
3,512
-5,804
647
$218K ﹤0.01%
2,289
-1,635
648
$214K ﹤0.01%
3,461
-2,058
649
$214K ﹤0.01%
9,036
-12,181
650
$213K ﹤0.01%
5,656
-9,397
24 25
26
27 28