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
$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
176
$11M 0.19%
124,078
+105,660
177
$10.8M 0.19%
278,663
-158,490
178
$10.8M 0.19%
237,307
+124,387
179
$10.8M 0.19%
7,345
-7,707
180
$10.8M 0.19%
448,280
-58,857
181
$10.6M 0.18%
+157,981
182
$10.5M 0.18%
+29,059
183
$10.5M 0.18%
59,414
-1,130
184
$10.3M 0.18%
168,775
-201,720
185
$10.3M 0.18%
103,423
-259,840
186
$10.1M 0.17%
170,501
-176,763
187
$10M 0.17%
+133,034
188
$9.75M 0.17%
+152,937
189
$9.56M 0.16%
+122,846
190
$9.45M 0.16%
146,785
-43,969
191
$9.34M 0.16%
215,690
+121,161
192
$9.28M 0.16%
338,232
+167,326
193
$9.24M 0.16%
208,984
-274,780
194
$9.19M 0.16%
258,224
+185,049
195
$9.14M 0.16%
60,183
-119,126
196
$8.88M 0.15%
+135,072
197
$8.78M 0.15%
54,159
-7,331
198
$8.66M 0.15%
+1,012,575
199
$8.66M 0.15%
224,545
+32,509
200
$8.28M 0.14%
+89,763
6 7
8
9 10