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
351
$1.01M 0.03%
27,376
+9,768
352
$1.01M 0.03%
4,860
-3,876
353
$999K 0.03%
+54,912
354
$986K 0.03%
21,719
+13,960
355
$981K 0.03%
+12,602
356
$974K 0.03%
+20,110
357
$969K 0.03%
+47,571
358
$969K 0.03%
+24,863
359
$966K 0.03%
11,554
+7,893
360
$962K 0.03%
28,452
+10,150
361
$950K 0.03%
+12,091
362
$948K 0.03%
+5,931
363
$947K 0.03%
+26,682
364
$937K 0.03%
+21,396
365
$933K 0.03%
+121,045
366
$925K 0.03%
23,206
-175,724
367
$925K 0.03%
+61,285
368
$920K 0.03%
+12,118
369
$918K 0.03%
13,364
-24,501
370
$917K 0.03%
81,945
-1,980,396
371
$916K 0.03%
25,281
-53,353
372
$911K 0.03%
+67,560
373
$907K 0.03%
+6,250
374
$907K 0.03%
13,537
+8,698
375
$899K 0.03%
+12,118
13 14
15
16 17