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
626
$450K 0.01%
15,709
-4,901
627
$449K 0.01%
9,522
+572
628
$448K 0.01%
+15,580
629
$447K 0.01%
6,755
+944
630
$446K 0.01%
10,180
-278,421
631
$446K 0.01%
+5,887
632
$444K 0.01%
8,410
+13
633
$444K 0.01%
18,919
+541
634
$442K 0.01%
+17,735
635
$440K 0.01%
+12,595
636
$438K 0.01%
23,526
-160
637
$438K 0.01%
+2,388
638
$437K 0.01%
+5,101
639
$435K 0.01%
4,556
+1,054
640
$435K 0.01%
4,577
-250
641
$434K 0.01%
+10,429
642
$432K 0.01%
+3,261
643
$432K 0.01%
7,089
-1,430
644
$432K 0.01%
+11,660
645
$431K 0.01%
9,301
-1,910
646
$428K 0.01%
8,677
-366,824
647
$427K 0.01%
7,633
+2,431
648
$426K 0.01%
8,847
-3,669
649
$423K 0.01%
+5,181
650
$423K 0.01%
9,355
+1,694
24 25
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