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
151
$14M 0.24%
297,521
-592,804
152
$14M 0.24%
199,652
-58,614
153
$13.8M 0.24%
136,593
+93,037
154
$13.8M 0.24%
452,938
-331,003
155
$13.6M 0.23%
347,244
+280,694
156
$13.4M 0.23%
+246,278
157
$13.4M 0.23%
+437,004
158
$13.4M 0.23%
230,905
-173,550
159
$13.1M 0.23%
1,330,356
-2,417,735
160
$12.9M 0.22%
245,634
-189,992
161
$12.9M 0.22%
91,911
+12,726
162
$12.8M 0.22%
197,404
+98,696
163
$12.6M 0.22%
92,255
+1,694
164
$12.4M 0.21%
156,380
+11,952
165
$12.4M 0.21%
350,207
-343,283
166
$12.2M 0.21%
329,438
+3,415
167
$12.1M 0.21%
221,312
+102,367
168
$12M 0.21%
118,204
-253,978
169
$11.7M 0.2%
106,328
+9,917
170
$11.5M 0.2%
69,173
-4,273
171
$11.5M 0.2%
347,703
+307,826
172
$11.5M 0.2%
153,496
+83,238
173
$11.2M 0.19%
62,970
+20,123
174
$11.2M 0.19%
283,243
+20,125
175
$11.1M 0.19%
707,491
-447,008
5 6
7
8 9