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
201
$8.64M 0.14%
319,296
-1,671,878
202
$8.3M 0.14%
187,114
-424,129
203
$8.14M 0.13%
+36,623
204
$8.14M 0.13%
20,993
-2,893
205
$8.05M 0.13%
96,480
-149,362
206
$7.97M 0.13%
205,583
-385,624
207
$7.92M 0.13%
+117,909
208
$7.89M 0.13%
143,557
-297,347
209
$7.8M 0.13%
+113,301
210
$7.73M 0.13%
+42,847
211
$7.7M 0.13%
59,488
-61,509
212
$7.47M 0.12%
412,988
-3,962
213
$7.3M 0.12%
+46,672
214
$7.23M 0.12%
370,737
-570,507
215
$6.92M 0.11%
68,397
-37,114
216
$6.88M 0.11%
1,169,365
-398,484
217
$6.88M 0.11%
84,840
-324,578
218
$6.83M 0.11%
97,603
-387,931
219
$6.74M 0.11%
52,522
-81,966
220
$6.68M 0.11%
+336,906
221
$6.62M 0.11%
481,393
-1,153,953
222
$6.47M 0.11%
118,945
-59,661
223
$6.39M 0.11%
118,540
-192,257
224
$6.38M 0.11%
80,428
-85,489
225
$6.24M 0.1%
98,708
+75,978
7 8
9
10 11