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
$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 11.93%
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
701
$120K 0.01%
+24,369
702
$120K 0.01%
+31,057
703
$119K 0.01%
+10,225
704
$117K 0.01%
+27,342
705
$117K 0.01%
+61,653
706
$117K 0.01%
+16,990
707
$116K 0.01%
17,043
-2,544
708
$114K 0.01%
+13,789
709
$113K 0.01%
+16,741
710
$112K 0.01%
+65,679
711
$111K 0.01%
+17,247
712
$111K 0.01%
39,107
-94,084
713
$111K 0.01%
+54,860
714
$111K 0.01%
+31,942
715
$110K 0.01%
+20,550
716
$110K 0.01%
+34,447
717
$108K 0.01%
+10,234
718
$107K 0.01%
+24,566
719
$104K 0.01%
+24,972
720
$100K 0.01%
+38,783
721
$97.2K 0.01%
+24,479
722
$93.8K 0.01%
+13,160
723
$87.5K 0.01%
+10,840
724
$86.1K 0.01%
+37,456
725
$85.7K 0.01%
+17,035
27 28
29
30 31