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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$277K 0.01%
+4,804
827
$276K 0.01%
+2,097
828
$275K 0.01%
6,434
-61,970
829
$274K 0.01%
+22,825
830
$273K 0.01%
+29,329
831
$273K 0.01%
2,238
-4,275
832
$273K 0.01%
2,114
-353
833
$271K 0.01%
7,197
-1,567
834
$271K 0.01%
+4,379
835
$270K 0.01%
1,304
-106
836
$269K 0.01%
+10,080
837
$269K 0.01%
+6,645
838
$269K 0.01%
+10,650
839
$269K 0.01%
+2,035
840
$267K 0.01%
+14,670
841
$267K 0.01%
+6,977
842
$266K 0.01%
2,583
-4,658
843
$265K 0.01%
7,738
-6,889
844
$264K 0.01%
+8,480
845
$263K 0.01%
17,692
-13,000
846
$263K 0.01%
5,061
-2,807
847
$262K 0.01%
+5,335
848
$261K 0.01%
+8,121
849
$261K 0.01%
+13,504
850
$261K 0.01%
5,276
-6,357
32 33
34
35 36