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
$3.4B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.6M
3
+$24.3M
4
WAT icon
Waters Corp
WAT
+$23M
5
CL icon
Colgate-Palmolive
CL
+$21.9M

Top Sells

1
+$48.1M
2
+$43.4M
3
+$37.1M
4
IBM icon
IBM
IBM
+$32.7M
5
NVDA icon
NVIDIA
NVDA
+$31.6M

Sector Composition

1 Technology 20.78%
2 Consumer Staples 15.18%
3 Industrials 14.17%
4 Healthcare 14%
5 Financials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.4M 0.07%
12,631
+3,107
252
$2.4M 0.07%
26,770
-63,452
253
$2.4M 0.07%
+18,500
254
$2.38M 0.07%
+10,734
255
$2.35M 0.07%
40,620
+2,709
256
$2.35M 0.07%
38,200
+17,447
257
$2.3M 0.07%
133,328
+94,575
258
$2.28M 0.07%
46,676
+666
259
$2.23M 0.07%
20,179
+16,265
260
$2.23M 0.07%
9,620
+3,077
261
$2.11M 0.06%
54,398
-618,352
262
$2.08M 0.06%
+33,030
263
$2.08M 0.06%
+10,750
264
$2.07M 0.06%
28,807
+3,735
265
$2.04M 0.06%
87,992
-165,637
266
$2.04M 0.06%
848
-1,098
267
$2.03M 0.06%
+64,324
268
$2M 0.06%
85,602
-166,753
269
$1.99M 0.06%
52,099
-37,657
270
$1.98M 0.06%
69,060
-276,247
271
$1.96M 0.06%
37,549
-25,490
272
$1.95M 0.06%
+36,198
273
$1.9M 0.06%
35,558
-176,645
274
$1.9M 0.06%
5,630
-18,527
275
$1.85M 0.05%
20,293
-139,321
9 10
11
12 13