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
$12.6B
AUM Growth
+$4.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68.7M
3
+$65.9M
4
GD icon
General Dynamics
GD
+$65.8M
5
ADM icon
Archer Daniels Midland
ADM
+$64.9M

Top Sells

1
+$46.1M
2
+$34.1M
3
+$30.3M
4
CAH icon
Cardinal Health
CAH
+$29.5M
5
AZO icon
AutoZone
AZO
+$27.9M

Sector Composition

1 Financials 19.42%
2 Technology 18.52%
3 Consumer Discretionary 14.77%
4 Healthcare 10.51%
5 Industrials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$38.1M 0.3%
520,762
+473,487
127
$38M 0.3%
+1,100,941
128
$37.6M 0.3%
235,356
+150,178
129
$37.6M 0.3%
319,044
+192,757
130
$36.9M 0.29%
831,500
+759,951
131
$36.9M 0.29%
532,381
+243,571
132
$36.6M 0.29%
845,962
+158,974
133
$36.6M 0.29%
511,363
-3,853
134
$36.6M 0.29%
575,455
+225,884
135
$36.6M 0.29%
639,723
-10,611
136
$36.3M 0.29%
883,246
+202,560
137
$36M 0.29%
1,020,318
+396,462
138
$35.9M 0.29%
476,316
+310,638
139
$35.8M 0.28%
990,745
+343,919
140
$35.6M 0.28%
856,809
+658,502
141
$35.5M 0.28%
626,874
+175,490
142
$35.4M 0.28%
891,672
+869,177
143
$35.4M 0.28%
+402,693
144
$35.3M 0.28%
1,250,072
+462,900
145
$35.3M 0.28%
799,168
+494,880
146
$35.1M 0.28%
3,781,179
+1,632,191
147
$35M 0.28%
430,790
+220,117
148
$34.8M 0.28%
172,014
+115,435
149
$34.7M 0.28%
2,354,412
+1,064,048
150
$34.4M 0.27%
395,392
-241,152
4 5
6
7 8