WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$26.3M
3
+$17M
4
AMZN icon
Amazon
AMZN
+$16.9M
5
UNP icon
Union Pacific
UNP
+$16.3M

Top Sells

1
+$22.6M
2
+$20.3M
3
+$18.7M
4
CONE
CyrusOne Inc Common Stock
CONE
+$15M
5
RJF icon
Raymond James Financial
RJF
+$14.6M

Sector Composition

1 Financials 20.14%
2 Consumer Discretionary 13.72%
3 Industrials 10.77%
4 Healthcare 9.83%
5 Technology 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-119,636
1027
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-541
1028
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-10,892
1029
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-19,538
1030
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-24,696
1031
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-16,798
1032
– –
-3,122
1033
– –
-10,402
1034
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-11,509
1035
– –
-12,226
1036
– –
-4,808
1037
– –
-32,744
1038
– –
-13,781
1039
– –
-2,892
1040
– –
-42,407
1041
– –
-14,845
1042
– –
-18,714
1043
– –
-8,576
1044
– –
-8,097
1045
– –
-6,910
1046
– –
-29,524
1047
– –
-145,804
1048
– –
-1,525
1049
– –
-11,804
1050
– –
-959
40 41
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43 44