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
201
$8.12M 0.14%
+197,741
202
$8.12M 0.14%
87,973
-260,728
203
$8.08M 0.14%
1,320,890
+151,525
204
$7.89M 0.14%
98,429
+84,021
205
$7.77M 0.13%
205,149
-222,473
206
$7.66M 0.13%
162,231
-215,532
207
$7.64M 0.13%
212,390
-114,982
208
$7.56M 0.13%
342,403
+5,497
209
$7.53M 0.13%
106,721
-135,150
210
$7.51M 0.13%
145,775
-797,568
211
$7.37M 0.13%
142,056
-68,152
212
$7.32M 0.13%
103,610
+89,849
213
$7.13M 0.12%
151,660
-53,923
214
$7.09M 0.12%
+151,591
215
$7.05M 0.12%
125,720
-123,636
216
$7.02M 0.12%
67,204
-27,371
217
$6.97M 0.12%
40,692
-5,980
218
$6.66M 0.11%
+201,464
219
$6.34M 0.11%
158,967
-437,336
220
$6.33M 0.11%
129,992
-176,135
221
$6.15M 0.11%
+125,479
222
$6.13M 0.11%
+39,818
223
$6.01M 0.1%
89,257
-28,652
224
$5.89M 0.1%
+98,429
225
$5.84M 0.1%
+48,772
7 8
9
10 11