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
326
$3.36M 0.1%
176,802
-109,614
327
$3.34M 0.1%
19,786
-16,730
328
$3.33M 0.1%
55,019
-10,645
329
$3.3M 0.1%
282,072
+162,431
330
$3.29M 0.1%
107,759
-10,042
331
$3.18M 0.09%
47,634
-3,399
332
$3.13M 0.09%
+112,635
333
$3.09M 0.09%
36,252
-15,678
334
$3.09M 0.09%
11,921
+1,778
335
$3.06M 0.09%
+206,073
336
$3.06M 0.09%
168,592
-26,510
337
$2.99M 0.09%
112,841
-11,064
338
$2.98M 0.09%
70,264
-13,797
339
$2.94M 0.09%
53,654
-3,554
340
$2.86M 0.08%
37,652
-5,452
341
$2.85M 0.08%
27,052
-12,198
342
$2.83M 0.08%
+19,091
343
$2.82M 0.08%
18,017
-6,036
344
$2.81M 0.08%
94,433
-17,405
345
$2.79M 0.08%
+101,708
346
$2.79M 0.08%
13,582
-792
347
$2.73M 0.08%
20,159
+9,074
348
$2.69M 0.08%
+24,098
349
$2.68M 0.08%
56,436
-6,939
350
$2.67M 0.08%
17,469
-2,968
12 13
14
15 16