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
$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
151
$33.8M 0.27%
1,467,420
+751,608
152
$33.8M 0.27%
225,524
+67,545
153
$33.7M 0.27%
464,411
+86,134
154
$33.1M 0.26%
1,408,919
+1,337,819
155
$32M 0.25%
318,164
+212,903
156
$31.9M 0.25%
301,796
+57,160
157
$31.8M 0.25%
1,437,528
+618,624
158
$31.4M 0.25%
797,330
+490,735
159
$31.2M 0.25%
1,334,141
+947,752
160
$31.2M 0.25%
5,943,189
+3,915,886
161
$31.1M 0.25%
207,222
+87,571
162
$30.8M 0.25%
616,639
+257,207
163
$30.7M 0.24%
374,165
+364,620
164
$30.6M 0.24%
334,968
+209,009
165
$30.5M 0.24%
747,684
+346,725
166
$30.4M 0.24%
2,747,394
+414,981
167
$30.2M 0.24%
293,003
+207,341
168
$30.2M 0.24%
702,708
+366,514
169
$30.1M 0.24%
431,661
+342,708
170
$30.1M 0.24%
488,295
+227,813
171
$29.5M 0.23%
466,500
+295,698
172
$29M 0.23%
510,350
+3,920
173
$28.8M 0.23%
580,704
-83,646
174
$28.3M 0.23%
691,251
+335,411
175
$27.9M 0.22%
243,522
+222,802
5 6
7
8 9