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
876
$247K 0.01%
+4,539
877
$247K 0.01%
+5,692
878
$247K 0.01%
+10,156
879
$247K 0.01%
2,177
-4,182
880
$246K ﹤0.01%
+3,077
881
$245K ﹤0.01%
+4,412
882
$245K ﹤0.01%
+4,288
883
$245K ﹤0.01%
3,492
+191
884
$244K ﹤0.01%
3,560
-148
885
$244K ﹤0.01%
+6,222
886
$243K ﹤0.01%
+9,083
887
$243K ﹤0.01%
+45,706
888
$243K ﹤0.01%
7,086
-2,239
889
$243K ﹤0.01%
8,460
-380,298
890
$242K ﹤0.01%
4,843
-1,281
891
$242K ﹤0.01%
1,429
-1,855
892
$242K ﹤0.01%
+1,393
893
$241K ﹤0.01%
+11,781
894
$241K ﹤0.01%
+3,719
895
$241K ﹤0.01%
+20,191
896
$240K ﹤0.01%
5,987
-11,498
897
$239K ﹤0.01%
7,529
+290
898
$238K ﹤0.01%
+11,659
899
$236K ﹤0.01%
3,514
-87,872
900
$236K ﹤0.01%
+11,050
34 35
36
37 38