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
176
$12.1M 0.2%
+327,372
177
$12.1M 0.2%
+131,319
178
$11.9M 0.2%
80,387
+14,977
179
$11.7M 0.19%
318,758
-287,484
180
$11.7M 0.19%
+173,974
181
$11.6M 0.19%
272,480
+14,889
182
$11.5M 0.19%
+479,421
183
$11.4M 0.19%
507,137
-14,503
184
$11.2M 0.18%
79,185
-185,358
185
$11M 0.18%
166,489
-382,655
186
$11M 0.18%
326,023
-1,057,002
187
$10.9M 0.18%
190,754
+72,468
188
$10.9M 0.18%
60,544
-39,987
189
$10.6M 0.18%
144,428
-115,570
190
$10.5M 0.17%
98,651
+73,242
191
$10.2M 0.17%
61,490
+40,011
192
$9.39M 0.16%
100,192
-406,621
193
$9.24M 0.15%
+1,121,626
194
$9.23M 0.15%
225,466
-1,032,951
195
$9.21M 0.15%
94,575
-96,301
196
$9.09M 0.15%
96,411
-307,126
197
$9.06M 0.15%
156,490
-264,683
198
$9.02M 0.15%
344,442
-369,438
199
$8.96M 0.15%
121,668
-608,867
200
$8.85M 0.15%
35,661
+32,078
6 7
8
9 10