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
151
$15.5M 0.26%
96,156
-62,526
152
$15.3M 0.25%
1,154,499
-436,802
153
$15.2M 0.25%
623,949
-766,219
154
$15.1M 0.25%
+59,083
155
$15.1M 0.25%
279,185
-277,893
156
$14.6M 0.24%
123,072
-105,848
157
$14.4M 0.24%
306,127
+6,154
158
$14.1M 0.23%
100,194
-117,304
159
$14M 0.23%
225,691
+181,545
160
$14M 0.23%
568,445
-322,431
161
$13.4M 0.22%
194,879
+140,681
162
$13.4M 0.22%
170,250
-73,198
163
$13.1M 0.22%
249,356
-101,779
164
$12.9M 0.21%
509,364
-277,812
165
$12.9M 0.21%
705,055
-1,201,835
166
$12.8M 0.21%
249,605
+90,800
167
$12.8M 0.21%
263,118
-98,973
168
$12.7M 0.21%
94,933
-49,924
169
$12.7M 0.21%
210,208
-141,455
170
$12.6M 0.21%
391,280
-97,929
171
$12.6M 0.21%
98,256
-161,087
172
$12.6M 0.21%
1,892,040
+5,116
173
$12.3M 0.2%
+90,561
174
$12.2M 0.2%
595,170
+174,761
175
$12.1M 0.2%
73,446
+34,385
5 6
7
8 9