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
951
$208K ﹤0.01%
+7,793
952
$207K ﹤0.01%
4,187
-9,789
953
$207K ﹤0.01%
3,832
-1,741
954
$207K ﹤0.01%
+1,321
955
$207K ﹤0.01%
+2,733
956
$207K ﹤0.01%
+5,071
957
$206K ﹤0.01%
+3,983
958
$206K ﹤0.01%
+12,853
959
$206K ﹤0.01%
+10,036
960
$205K ﹤0.01%
3,189
-183,455
961
$205K ﹤0.01%
+30,310
962
$205K ﹤0.01%
8,394
-7,062
963
$204K ﹤0.01%
29,533
-15,275
964
$204K ﹤0.01%
+2,386
965
$203K ﹤0.01%
+515
966
$202K ﹤0.01%
+7,019
967
$202K ﹤0.01%
5,749
-2,620
968
$202K ﹤0.01%
10,676
-9,412
969
$202K ﹤0.01%
11,266
-29,926
970
$200K ﹤0.01%
+12,818
971
$194K ﹤0.01%
10,489
+453
972
$193K ﹤0.01%
17,194
-33,143
973
$191K ﹤0.01%
+30,420
974
$190K ﹤0.01%
+13,002
975
$184K ﹤0.01%
+11,220
37 38
39
40 41