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
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57.4M 0.41%
415,820
+60,108
77
$57.2M 0.41%
869,070
+195,799
78
$57.1M 0.41%
123,813,800
+26,399,280
79
$56.6M 0.4%
743,477
+96,160
80
$56.3M 0.4%
519,213
+223,021
81
$55.8M 0.4%
2,173,406
-582,566
82
$55.4M 0.4%
559,731
+413,606
83
$55.1M 0.39%
848,609
+10,774
84
$53.7M 0.38%
1,002,411
-131,114
85
$52.5M 0.38%
557,691
+128,131
86
$51.9M 0.37%
1,191,520
+418,808
87
$51.8M 0.37%
938,993
+107,550
88
$50.9M 0.36%
1,746,874
-244,478
89
$50.8M 0.36%
586,972
+61,134
90
$50.7M 0.36%
578,797
+19,753
91
$50.6M 0.36%
1,730,546
+427,609
92
$50.1M 0.36%
1,597,313
+188,260
93
$49.6M 0.35%
1,908,608
-1,114,290
94
$49.4M 0.35%
769,008
-513,974
95
$49.4M 0.35%
1,488,756
+404,751
96
$49.2M 0.35%
1,703,634
-22,613
97
$49.2M 0.35%
4,063,676
+615,674
98
$48.8M 0.35%
634,194
-54,397
99
$48.7M 0.35%
900,676
+123,453
100
$48.4M 0.35%
619,824
-207,235
2 3
4
5 6