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
$5.82B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$43.3M
3
+$40.8M
4
GE icon
GE Aerospace
GE
+$35.8M
5
MCD icon
McDonald's
MCD
+$33.6M

Top Sells

1
+$63M
2
+$41.1M
3
+$40.5M
4
EMC
EMC CORPORATION
EMC
+$33.3M
5
INTC icon
Intel
INTC
+$32.7M

Sector Composition

1 Technology 19.27%
2 Consumer Discretionary 17.95%
3 Financials 16.21%
4 Consumer Staples 11.46%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33.8M 0.58%
711,120
+692,693
52
$33.2M 0.57%
1,100,615
+621,194
53
$33.1M 0.57%
514,576
+401,275
54
$32.9M 0.56%
1,085,746
+69,567
55
$32.1M 0.55%
41,840
-5,887
56
$32M 0.55%
444,937
-190,312
57
$31.9M 0.55%
461,252
+363,649
58
$31.9M 0.55%
720,105
-370,161
59
$31.8M 0.55%
360,879
+229,560
60
$31.1M 0.53%
247,388
+211,558
61
$30.7M 0.53%
711,050
-28,583
62
$30.5M 0.52%
258,264
+53,415
63
$29.7M 0.51%
363,580
-308,899
64
$29.2M 0.5%
+325,694
65
$28.9M 0.5%
1,547,250
-664,905
66
$28.6M 0.49%
606,693
+327,508
67
$28.6M 0.49%
228,197
+40,822
68
$27.8M 0.48%
+313,938
69
$27.1M 0.47%
714,435
+159,822
70
$27M 0.46%
409,642
+51,493
71
$26.8M 0.46%
1,190,796
+204,060
72
$26.5M 0.46%
+272,616
73
$26.5M 0.46%
351,372
+129,680
74
$26.2M 0.45%
329,405
-51,992
75
$25.7M 0.44%
378,560
-55,684
1 2
3
4 5