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
301
$1.45M 0.04%
+12,221
302
$1.44M 0.04%
25,319
+5,594
303
$1.44M 0.04%
47,343
-504,094
304
$1.43M 0.04%
21,720
+15,960
305
$1.43M 0.04%
5,894
+2,576
306
$1.4M 0.04%
2,458
-584
307
$1.36M 0.04%
10,930
-66,565
308
$1.33M 0.04%
33,711
-427,347
309
$1.33M 0.04%
12,789
-10,377
310
$1.29M 0.04%
40,424
+21,710
311
$1.28M 0.04%
14,965
+9,479
312
$1.27M 0.04%
47,665
+17,004
313
$1.27M 0.04%
32,205
+11,489
314
$1.26M 0.04%
19,312
+6,889
315
$1.24M 0.04%
+8,698
316
$1.24M 0.04%
+23,414
317
$1.24M 0.04%
28,839
+6,957
318
$1.23M 0.04%
84,510
-163,590
319
$1.23M 0.04%
27,617
-48,993
320
$1.2M 0.04%
+9,240
321
$1.2M 0.04%
19,903
+7,100
322
$1.18M 0.03%
+13,538
323
$1.18M 0.03%
16,017
+6,208
324
$1.18M 0.03%
+50,736
325
$1.14M 0.03%
+44,424
11 12
13
14 15