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
126
$19M 0.31%
388,382
-256,957
127
$18.8M 0.31%
15,052
-7,875
128
$18.3M 0.3%
241,871
+13,035
129
$18.2M 0.3%
299,401
+115,318
130
$17.9M 0.3%
404,509
-338,053
131
$17.7M 0.29%
157,357
-306,445
132
$17.6M 0.29%
112,367
+87,315
133
$17.5M 0.29%
460,820
+228,985
134
$17.4M 0.29%
281,400
+118,411
135
$17.4M 0.29%
1,570,985
-2,569,595
136
$17.3M 0.29%
483,764
-182,255
137
$17.1M 0.28%
437,153
+182,243
138
$17.1M 0.28%
2,010,595
-174,348
139
$16.6M 0.27%
+221,692
140
$16.5M 0.27%
340,039
-366,233
141
$16.3M 0.27%
297,910
-344,819
142
$16.3M 0.27%
427,622
-195,388
143
$16.2M 0.27%
347,264
-72,356
144
$16.1M 0.27%
421,959
+235,534
145
$16M 0.26%
377,763
-359,205
146
$15.9M 0.26%
142,073
-50,775
147
$15.8M 0.26%
+170,674
148
$15.8M 0.26%
215,100
+41,463
149
$15.8M 0.26%
+503,508
150
$15.6M 0.26%
273,054
-212,061
4 5
6
7 8