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
426
$769K 0.02%
+16,054
427
$768K 0.02%
41,612
-78,232
428
$768K 0.02%
+66,784
429
$767K 0.02%
35,826
+13,039
430
$766K 0.02%
14,055
-63,401
431
$758K 0.02%
+10,916
432
$757K 0.02%
11,815
-146,111
433
$755K 0.02%
5,312
-9,156
434
$752K 0.02%
19,584
-66,624
435
$746K 0.02%
+20,848
436
$744K 0.02%
+3,309
437
$739K 0.02%
+5,578
438
$733K 0.02%
+1,736
439
$729K 0.02%
+5,924
440
$726K 0.02%
+23,337
441
$726K 0.02%
+11,124
442
$723K 0.02%
11,912
+6,259
443
$719K 0.02%
9,926
-54,670
444
$715K 0.02%
+6,652
445
$713K 0.02%
+1,451
446
$706K 0.02%
+36,825
447
$704K 0.02%
+7,497
448
$700K 0.02%
+5,283
449
$699K 0.02%
+7,358
450
$697K 0.02%
+4,305
16 17
18
19 20