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
$1.19B
AUM Growth
-$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,198
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$31.7M
3
+$28.6M
4
CAH icon
Cardinal Health
CAH
+$27.1M
5
DFS
Discover Financial Services
DFS
+$25.3M

Top Sells

1
+$39.6M
2
+$17.2M
3
+$16.9M
4
FOXA icon
Fox Class A
FOXA
+$15M
5
CVX icon
Chevron
CVX
+$14.2M

Sector Composition

1 Financials 22.95%
2 Technology 11.83%
3 Healthcare 10.57%
4 Consumer Discretionary 9.4%
5 Industrials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$211K 0.02%
+5,607
652
$211K 0.02%
10,120
-14,374
653
$209K 0.02%
+7,176
654
$209K 0.02%
+23,635
655
$208K 0.02%
+6,309
656
$208K 0.02%
+8,098
657
$208K 0.02%
+3,363
658
$207K 0.02%
10,654
-2,271
659
$206K 0.02%
+6,312
660
$205K 0.02%
+5,467
661
$205K 0.02%
7,636
-10,875
662
$205K 0.02%
+1,830
663
$205K 0.02%
+4,546
664
$204K 0.02%
2,131
-4,391
665
$203K 0.02%
925
-3,202
666
$202K 0.02%
25,019
-95,668
667
$202K 0.02%
+2,833
668
$201K 0.02%
+1,072
669
$201K 0.02%
1,383
-21,844
670
$201K 0.02%
+1,201
671
$201K 0.02%
+40,998
672
$200K 0.02%
+36,449
673
$197K 0.02%
+13,681
674
$190K 0.02%
+20,279
675
$182K 0.02%
29,745
-4,709
25 26
27
28 29