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
$1.37B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
896
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$25.8M
3
+$25.7M
4
NTAP icon
NetApp
NTAP
+$23.2M
5
JBL icon
Jabil
JBL
+$18.1M

Top Sells

1
+$36.4M
2
+$24.3M
3
+$16.1M
4
CSL icon
Carlisle Companies
CSL
+$15.7M
5
DBX icon
Dropbox
DBX
+$11.7M

Sector Composition

1 Financials 16.21%
2 Industrials 12.56%
3 Technology 11.44%
4 Consumer Discretionary 10.94%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$515K 0.04%
9,479
+192
302
$515K 0.04%
11,381
+248
303
$514K 0.04%
2,336
+1,223
304
$514K 0.04%
44,548
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305
$512K 0.04%
7,925
+153
306
$512K 0.04%
34,934
+9,307
307
$510K 0.04%
6,985
-106
308
$510K 0.04%
33,835
+9,833
309
$509K 0.04%
3,351
-69,561
310
$509K 0.04%
34,247
-5,682
311
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62,422
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312
$504K 0.04%
58,788
+16,275
313
$504K 0.04%
2,461
+4
314
$503K 0.04%
15,497
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315
$501K 0.04%
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316
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317
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8,701
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318
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319
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320
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5,036
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321
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12,820
-14
322
$494K 0.04%
4,878
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323
$493K 0.04%
14,912
-2,044
324
$492K 0.04%
+6,851
325
$490K 0.04%
23,099
+4,434
11 12
13
14 15