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
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$78.8M
2
+$75.7M
3
+$70.2M
4
TEL icon
TE Connectivity
TEL
+$67.6M
5
BBY icon
Best Buy
BBY
+$59.9M

Top Sells

1
+$72.8M
2
+$64.1M
3
+$62M
4
RL icon
Ralph Lauren
RL
+$49.9M
5
AIZ icon
Assurant
AIZ
+$47.3M

Sector Composition

1 Consumer Discretionary 19.89%
2 Technology 18.84%
3 Financials 16.09%
4 Healthcare 11.71%
5 Industrials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34.1M 0.27%
1,248,954
-283,749
152
$33.9M 0.27%
+821,669
153
$33.3M 0.26%
769,172
+344,226
154
$33.3M 0.26%
21,805
+1,953
155
$33.2M 0.26%
1,548,460
+978,008
156
$33M 0.26%
785,831
-525,291
157
$32.6M 0.26%
624,014
-239,821
158
$32.5M 0.26%
443,908
+165,017
159
$32.2M 0.25%
155,337
-19,444
160
$31.4M 0.25%
+306,849
161
$31.3M 0.25%
+616,462
162
$31.1M 0.25%
253,598
-593,604
163
$31M 0.25%
177,325
+106,951
164
$30.3M 0.24%
321,003
-326,294
165
$30.2M 0.24%
491,982
+327,749
166
$30.2M 0.24%
1,675,791
+671,336
167
$30.1M 0.24%
357,347
-26,823
168
$29.9M 0.24%
+409,386
169
$29.6M 0.23%
2,790,628
+1,134,341
170
$29.2M 0.23%
952,204
-1,148,276
171
$29.1M 0.23%
936,026
+713,601
172
$29.1M 0.23%
387,293
+377,249
173
$28.9M 0.23%
536,794
+374,568
174
$28.7M 0.23%
229,638
-51,326
175
$28.6M 0.23%
+708,727
5 6
7
8 9