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
101
$23.5M 0.39%
370,495
-179,456
102
$23.2M 0.38%
596,303
-351,275
103
$22.9M 0.38%
636,022
-1,369,868
104
$22.9M 0.38%
934,848
-67,800
105
$22.4M 0.37%
330,473
+138,470
106
$22M 0.36%
693,490
-592,017
107
$21.9M 0.36%
1,030,656
-1,223,943
108
$21.8M 0.36%
869,825
+31,647
109
$21.7M 0.36%
552,577
-490,913
110
$21.7M 0.36%
204,849
-11,888
111
$21.3M 0.35%
986,736
+447,741
112
$21.1M 0.35%
547,394
-244,362
113
$21.1M 0.35%
518,385
-445,093
114
$21.1M 0.35%
111,128
-103,268
115
$20.9M 0.35%
196,491
-166,743
116
$20.9M 0.34%
358,149
-12,307
117
$20.9M 0.34%
149,930
-117,177
118
$20.9M 0.34%
423,415
-589,599
119
$20.4M 0.34%
166,962
-101,152
120
$20.3M 0.34%
+554,613
121
$19.9M 0.33%
268,502
-92,463
122
$19.9M 0.33%
+301,579
123
$19.7M 0.33%
435,626
-430,450
124
$19.3M 0.32%
592,138
-486,110
125
$19.1M 0.32%
168,324
-243,648
3 4
5
6 7