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
51
$65.2M 0.47%
1,872,535
-630,166
52
$63.9M 0.46%
811,591
-97,892
53
$63.6M 0.45%
980,611
-253,014
54
$63.5M 0.45%
326,335
-148,657
55
$63.4M 0.45%
1,211,976
+90,645
56
$62.5M 0.45%
2,020,117
+225,234
57
$62.4M 0.45%
489,752
-31,666
58
$62.2M 0.45%
1,809,745
-40,186
59
$62.2M 0.44%
781,263
-189,224
60
$61.9M 0.44%
3,861,563
-214,158
61
$61.6M 0.44%
2,293,652
-731,828
62
$61.4M 0.44%
553,245
-214,489
63
$61M 0.44%
747,482
+133,112
64
$61M 0.44%
474,106
-166,914
65
$60.9M 0.44%
684,507
+125,057
66
$60.9M 0.44%
669,036
+54,802
67
$60.2M 0.43%
1,758,226
+548,769
68
$59.4M 0.43%
606,664
+84,834
69
$59.3M 0.42%
3,358,631
+704,448
70
$59.3M 0.42%
774,781
+103,447
71
$59M 0.42%
2,496,668
+1,513,452
72
$58.7M 0.42%
785,710
+249,455
73
$58.1M 0.42%
477,506
-202,078
74
$57.6M 0.41%
467,145
-130,237
75
$57.6M 0.41%
2,876,277
+197,845
1 2
3
4 5