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
$3.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.5M
3
+$14.5M
4
FFIV icon
F5
FFIV
+$12.6M
5
FTV icon
Fortive
FTV
+$11.5M

Top Sells

1
+$62.7M
2
+$55.3M
3
+$20.5M
4
ABBV icon
AbbVie
ABBV
+$19.5M
5
WM icon
Waste Management
WM
+$19.3M

Sector Composition

1 Industrials 19.6%
2 Technology 18.95%
3 Consumer Discretionary 12.87%
4 Healthcare 12.05%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.61M 0.16%
215,178
+120,698
227
$5.6M 0.16%
+332,487
228
$5.6M 0.16%
134,554
-19,894
229
$5.59M 0.16%
+205,817
230
$5.58M 0.16%
41,545
+37,012
231
$5.57M 0.16%
+128,113
232
$5.55M 0.16%
+125,843
233
$5.54M 0.16%
91,966
+45,723
234
$5.52M 0.16%
+27,198
235
$5.5M 0.16%
86,914
-59,298
236
$5.49M 0.16%
+112,959
237
$5.48M 0.16%
+255,532
238
$5.47M 0.16%
395,926
+250,501
239
$5.46M 0.16%
191,740
-48,244
240
$5.44M 0.16%
24,497
+11,877
241
$5.44M 0.16%
+92,298
242
$5.39M 0.16%
50,368
+41,340
243
$5.39M 0.16%
+446,355
244
$5.36M 0.16%
+220,199
245
$5.34M 0.15%
87,389
+46,179
246
$5.33M 0.15%
76,775
-14,116
247
$5.33M 0.15%
+22,333
248
$5.3M 0.15%
1,511
+289
249
$5.28M 0.15%
+143,660
250
$5.28M 0.15%
117,419
+97,859
8 9
10
11 12