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
$5.82B
AUM Growth
-$234M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$43.3M
3
+$40.8M
4
GE icon
GE Aerospace
GE
+$35.8M
5
MCD icon
McDonald's
MCD
+$33.6M

Top Sells

1
+$63M
2
+$41.1M
3
+$40.5M
4
EMC
EMC CORPORATION
EMC
+$33.3M
5
INTC icon
Intel
INTC
+$32.7M

Sector Composition

1 Technology 19.27%
2 Consumer Discretionary 17.95%
3 Financials 16.21%
4 Consumer Staples 11.46%
5 Healthcare 10.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22.7M 0.39%
528,895
-275,261
102
$21.7M 0.37%
422,584
-831
103
$21.3M 0.37%
602,217
-307,732
104
$21.2M 0.36%
312,952
+15,042
105
$20.7M 0.36%
293,598
+25,096
106
$20.4M 0.35%
373,352
+280,619
107
$20.4M 0.35%
187,566
+88,915
108
$20.1M 0.35%
278,775
-66,719
109
$20.1M 0.34%
126,171
+45,784
110
$20M 0.34%
234,341
+229,230
111
$19.9M 0.34%
334,715
+109,024
112
$19.8M 0.34%
541,889
+23,504
113
$19.7M 0.34%
258,225
-43,354
114
$19.7M 0.34%
158,024
-54,435
115
$19.4M 0.33%
172,391
+1,717
116
$19.1M 0.33%
381,794
+359,858
117
$19M 0.33%
301,555
+20,155
118
$18.9M 0.33%
291,931
+117,957
119
$18.7M 0.32%
647,627
+144,119
120
$18.7M 0.32%
11,378
-6,273
121
$18.3M 0.31%
+164,835
122
$18.2M 0.31%
354,126
-34,256
123
$18M 0.31%
155,490
-11,472
124
$17.7M 0.3%
190,707
-187,391
125
$17.5M 0.3%
511,055
-370,322
3 4
5
6 7