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
$6.05B
AUM Growth
-$3.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$35.1M
3
+$30.8M
4
MCD icon
McDonald's
MCD
+$29.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$28.4M

Top Sells

1
+$104M
2
+$71.5M
3
+$67.5M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$56.7M
5
ROK icon
Rockwell Automation
ROK
+$55M

Sector Composition

1 Financials 23.18%
2 Consumer Discretionary 20.51%
3 Technology 17.24%
4 Healthcare 11.4%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.9M 0.59%
2,420,180
-1,040,870
52
$35.7M 0.59%
511,431
-283,161
53
$35.4M 0.58%
860,570
-496,535
54
$33.9M 0.56%
624,064
-65,474
55
$33.5M 0.55%
3,748,091
-1,362,840
56
$33.3M 0.55%
1,225,877
-699,263
57
$32.8M 0.54%
372,182
-111,840
58
$32.8M 0.54%
1,862,878
-1,190,608
59
$32.7M 0.54%
400,992
+216,383
60
$32.6M 0.54%
363,263
-204,553
61
$32.4M 0.54%
804,156
-245,978
62
$32M 0.53%
579,670
-54,380
63
$32M 0.53%
739,633
-533,483
64
$31.9M 0.53%
897,234
-966,463
65
$31.8M 0.53%
1,016,179
-96,723
66
$31.7M 0.52%
599,550
-438,902
67
$31.4M 0.52%
325,239
+318,289
68
$31.4M 0.52%
17,651
-2,492
69
$31.4M 0.52%
2,500,294
-436,001
70
$31.1M 0.51%
511,398
-623,615
71
$30.5M 0.5%
253,501
+248,446
72
$30.4M 0.5%
1,315,600
+1,227,583
73
$30.3M 0.5%
302,134
+51,258
74
$30.1M 0.5%
348,701
+90,570
75
$29.9M 0.49%
480,580
-444,576
1 2
3
4 5