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
$6.05B
AUM Growth
-$3.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$35.1M
3
+$30.8M
4
MCD icon
McDonald's
MCD
+$29.9M
5
IPG icon
Interpublic Group of Companies
IPG
+$28.4M

Top Sells

1
+$104M
2
+$71.5M
3
+$67.5M
4
CVC
CABLEVISION SYS CP NY GRP CL-A
CVC
+$56.7M
5
ROK icon
Rockwell Automation
ROK
+$55M

Sector Composition

1 Financials 23.18%
2 Consumer Discretionary 20.51%
3 Technology 17.24%
4 Healthcare 11.4%
5 Consumer Staples 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.6M 0.49%
292,394
-152,663
77
$29.3M 0.48%
771,899
-493,570
78
$28.9M 0.48%
909,949
+57,692
79
$28.6M 0.47%
381,397
+28,271
80
$28.3M 0.47%
1,232,542
-393,671
81
$28.3M 0.47%
179,309
-86,563
82
$28.1M 0.46%
216,143
-43,203
83
$27.7M 0.46%
434,244
+32,100
84
$27.4M 0.45%
345,494
+62,873
85
$27.3M 0.45%
881,377
-470,383
86
$27.1M 0.45%
+158,765
87
$26.3M 0.44%
569,794
-211,719
88
$25.9M 0.43%
187,375
+151,791
89
$25.9M 0.43%
726,653
-507,243
90
$25.5M 0.42%
613,830
-217,021
91
$25.4M 0.42%
411,439
-166,532
92
$25M 0.41%
783,941
-410,797
93
$24.6M 0.41%
392,852
+252,199
94
$24.3M 0.4%
258,266
-109,363
95
$24.2M 0.4%
490,109
-203,423
96
$24.2M 0.4%
212,459
-156,061
97
$24.1M 0.4%
+404,455
98
$24.1M 0.4%
424,232
-295,825
99
$23.6M 0.39%
707,500
-871,661
100
$23.6M 0.39%
703,034
-322,063
2 3
4
5 6