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
$14B
AUM Growth
-$687M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$40.1M
3
+$35.9M
4
MCHP icon
Microchip Technology
MCHP
+$35.7M
5
T icon
AT&T
T
+$34.8M

Top Sells

1
+$56M
2
+$46.7M
3
+$43M
4
CFN
CAREFUSION CORPORATION
CFN
+$42.6M
5
COR icon
Cencora
COR
+$42.3M

Sector Composition

1 Financials 17.83%
2 Technology 16.94%
3 Industrials 15.77%
4 Consumer Discretionary 11.8%
5 Healthcare 11.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$29M 0.21%
543,072
+22,956
202
$28.8M 0.21%
478,603
-275,996
203
$28.7M 0.21%
161,288
+32,971
204
$28.6M 0.2%
1,765,230
+366,540
205
$28.3M 0.2%
327,656
-223,735
206
$27.8M 0.2%
1,963,017
+151,794
207
$27.8M 0.2%
371,361
-46,398
208
$27.6M 0.2%
478,690
-545,478
209
$27.6M 0.2%
541,113
-251,541
210
$27.4M 0.2%
622,508
+65,440
211
$27M 0.19%
166,987
-45,294
212
$26.7M 0.19%
360,815
-236,339
213
$26.4M 0.19%
708,359
+547,639
214
$26.3M 0.19%
1,038,501
+131,834
215
$26.2M 0.19%
575,430
-325,616
216
$26.1M 0.19%
762,479
-909,203
217
$26.1M 0.19%
265,704
+65,983
218
$25.9M 0.19%
592,237
+10,070
219
$25.8M 0.18%
510,709
-417,428
220
$25.4M 0.18%
706,903
+566,024
221
$25.3M 0.18%
1,933,642
+929,785
222
$25.3M 0.18%
+945,408
223
$24.7M 0.18%
232,204
-272,256
224
$24.7M 0.18%
383,152
+188,470
225
$24.6M 0.18%
2,450,872
+547,217
7 8
9
10 11