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
126
$17.4M 0.3%
+566,488
127
$17.4M 0.3%
210,019
-286,735
128
$17.4M 0.3%
716,801
+397,505
129
$17.3M 0.3%
+167,255
130
$16.8M 0.29%
78,444
+41,821
131
$16.5M 0.28%
1,577,692
+1,475,120
132
$16.1M 0.28%
121,852
-94,291
133
$16M 0.28%
1,622,994
-387,601
134
$15.9M 0.27%
124,106
-33,251
135
$15.9M 0.27%
71,122
+12,039
136
$15.8M 0.27%
313,404
+299,550
137
$15.8M 0.27%
300,053
-279,617
138
$15.7M 0.27%
229,826
+182,986
139
$15.7M 0.27%
+1,182,440
140
$15.5M 0.27%
221,383
-171,469
141
$15.5M 0.27%
140,968
+72,571
142
$15.2M 0.26%
269,360
-430,389
143
$15M 0.26%
+101,567
144
$14.9M 0.26%
557,204
-312,621
145
$14.8M 0.25%
68,359
+39,592
146
$14.6M 0.25%
369,744
-527,490
147
$14.6M 0.25%
201,519
-97,882
148
$14.6M 0.25%
439,052
-153,086
149
$14.4M 0.25%
179,388
-35,712
150
$14.4M 0.25%
472,340
+81,060
4 5
6
7 8