WG

Winton Group Portfolio holdings

AUM $2.67B
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$37.2M 0.27%
459,354
-136,815
152
$37.1M 0.27%
509,045
-187,563
153
$37M 0.26%
1,009,130
+127,576
154
$36.8M 0.26%
2,490,607
-356,509
155
$36.8M 0.26%
4,301,423
-913,861
156
$36.8M 0.26%
661,168
+185,328
157
$36.4M 0.26%
711,640
+381,482
158
$36.3M 0.26%
733,003
+225,885
159
$35.9M 0.26%
509,020
-96,068
160
$35.8M 0.26%
1,433,422
-70,883
161
$35.7M 0.26%
310,743
-67,478
162
$35.6M 0.25%
406,977
+30,384
163
$35.4M 0.25%
796,980
+212,000
164
$35.3M 0.25%
436,231
+235,033
165
$35M 0.25%
1,736,695
-716,513
166
$34.7M 0.25%
1,182,437
-584,340
167
$34.7M 0.25%
429,368
-578,448
168
$34.6M 0.25%
611,204
+29,803
169
$34.5M 0.25%
314,390
+29,189
170
$34.5M 0.25%
762,059
-941,571
171
$34.2M 0.24%
795,448
-149,940
172
$34.2M 0.24%
349,910
-203,049
173
$33.8M 0.24%
614,421
+9,685
174
$33.6M 0.24%
567,610
-208,573
175
$33.5M 0.24%
575,898
+317,808
5 6
7
8 9