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
$4.97B
AUM Growth
+$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,254
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$14.8M
4
CDK
CDK Global, Inc.
CDK
+$14.5M
5
MAC icon
Macerich
MAC
+$14M

Top Sells

1
+$45.8M
2
+$32.2M
3
+$19.9M
4
DINO icon
HF Sinclair
DINO
+$18.1M
5
RHT
Red Hat Inc
RHT
+$17.1M

Sector Composition

1 Technology 14.23%
2 Industrials 13.56%
3 Consumer Discretionary 12.34%
4 Healthcare 11.64%
5 Consumer Staples 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.48M 0.19%
320,306
-20,201
202
$9.45M 0.19%
160,540
+144,680
203
$9.42M 0.19%
115,291
-1,398
204
$9.42M 0.19%
145,903
-79,196
205
$9.4M 0.19%
236,943
+148,304
206
$9.02M 0.18%
+791,137
207
$8.96M 0.18%
580,770
+20,301
208
$8.9M 0.18%
46,356
-52,277
209
$8.85M 0.18%
71,824
+67,358
210
$8.83M 0.18%
63,213
-4,182
211
$8.65M 0.17%
36,603
+35,825
212
$8.62M 0.17%
189,274
-73,442
213
$8.58M 0.17%
165,303
-62,245
214
$8.26M 0.17%
327,300
-26,260
215
$8.24M 0.17%
+1,027,163
216
$8.2M 0.16%
239,566
-103,301
217
$8.03M 0.16%
274,193
+15,181
218
$8.02M 0.16%
125,150
+117,673
219
$8.02M 0.16%
+250,686
220
$7.9M 0.16%
121,273
-14,046
221
$7.8M 0.16%
49,108
+45,827
222
$7.79M 0.16%
+210,993
223
$7.63M 0.15%
+115,857
224
$7.51M 0.15%
441,220
-216,778
225
$7.39M 0.15%
162,149
-100,260
7 8
9
10 11