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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$69M 0.55%
396,587
+168,086
52
$68M 0.54%
1,510,396
+1,093,949
53
$67.3M 0.54%
1,225,808
+13,531
54
$67.1M 0.53%
1,054,600
+465,077
55
$66.8M 0.53%
971,148
+342,099
56
$66.7M 0.53%
937,402
+548,144
57
$66.1M 0.53%
1,123,754
+687,570
58
$64.8M 0.52%
344,932
+286,346
59
$64.4M 0.51%
361,486
+118,829
60
$63.8M 0.51%
684,415
+11,136
61
$63.4M 0.5%
1,702,890
+1,121,511
62
$63.2M 0.5%
1,020,720
+282,233
63
$63M 0.5%
1,421,498
+207,575
64
$58.7M 0.47%
1,833,792
+320,948
65
$57.4M 0.46%
836,584
+568,076
66
$57M 0.45%
6,011,572
+3,077,344
67
$56.8M 0.45%
1,035,290
+598,316
68
$56.7M 0.45%
1,959,578
+676,640
69
$56.5M 0.45%
933,103
+734,385
70
$56.4M 0.45%
3,461,128
+1,133,083
71
$55.7M 0.44%
2,955,253
+633,734
72
$55.6M 0.44%
2,863,884
+1,739,693
73
$55.2M 0.44%
438,786
-69,316
74
$54.7M 0.44%
422,260
+158,076
75
$54.3M 0.43%
2,221,218
+703,178
1 2
3
4 5