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
976
$183K ﹤0.01%
+4,064
977
$178K ﹤0.01%
+12,644
978
$178K ﹤0.01%
+21,216
979
$178K ﹤0.01%
+10,287
980
$177K ﹤0.01%
18,351
-5,152
981
$176K ﹤0.01%
+12,677
982
$174K ﹤0.01%
+27,989
983
$173K ﹤0.01%
+13,813
984
$171K ﹤0.01%
+18,652
985
$169K ﹤0.01%
21,423
+7,993
986
$165K ﹤0.01%
+10,529
987
$165K ﹤0.01%
18,757
-5,382
988
$165K ﹤0.01%
+14,499
989
$163K ﹤0.01%
+116,707
990
$162K ﹤0.01%
+91,488
991
$156K ﹤0.01%
+19,352
992
$152K ﹤0.01%
+12,812
993
$152K ﹤0.01%
+11,711
994
$151K ﹤0.01%
+16,525
995
$150K ﹤0.01%
+29,293
996
$150K ﹤0.01%
+3,169
997
$149K ﹤0.01%
+36,990
998
$148K ﹤0.01%
+10,609
999
$147K ﹤0.01%
+74,968
1000
$146K ﹤0.01%
+32,548
38 39
40
41 42