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
376
$898K 0.03%
10,499
-2,878
377
$895K 0.03%
+55,609
378
$891K 0.03%
+37,577
379
$890K 0.03%
+43,443
380
$878K 0.03%
+14,249
381
$877K 0.03%
110,360
+39,368
382
$876K 0.03%
+49,485
383
$872K 0.03%
10,448
+3,769
384
$870K 0.03%
+27,364
385
$869K 0.03%
+9,235
386
$867K 0.03%
+16,181
387
$861K 0.03%
16,469
+5,904
388
$860K 0.03%
+45,331
389
$859K 0.03%
8,216
-6,220
390
$855K 0.03%
9,265
+3,305
391
$853K 0.03%
+18,220
392
$850K 0.03%
+25,349
393
$849K 0.03%
20,522
-416,750
394
$849K 0.03%
43,195
+15,495
395
$846K 0.02%
+6,522
396
$846K 0.02%
22,931
+8,180
397
$845K 0.02%
+45,625
398
$842K 0.02%
+6,915
399
$842K 0.02%
11,196
-125,213
400
$839K 0.02%
+25,803
14 15
16
17 18