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
426
$402K 0.03%
1,771
-1,574
427
$401K 0.03%
7,758
+1,583
428
$400K 0.03%
39,527
+6,029
429
$399K 0.03%
18,665
-3,097
430
$399K 0.03%
7,910
-940
431
$398K 0.03%
1,553
-911
432
$398K 0.03%
9,019
+2,775
433
$398K 0.03%
5,184
+730
434
$397K 0.03%
796
-850
435
$395K 0.03%
13,101
+1,681
436
$393K 0.03%
14,111
+3,308
437
$393K 0.03%
7,173
+510
438
$392K 0.03%
8,264
+11
439
$392K 0.03%
17,619
+5,509
440
$391K 0.03%
8,997
+282
441
$391K 0.03%
12,528
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442
$391K 0.03%
7,048
-5,304
443
$389K 0.03%
4,610
-353
444
$389K 0.03%
5,623
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445
$388K 0.03%
8,941
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446
$387K 0.03%
10,697
+1,152
447
$386K 0.03%
2,896
-887
448
$384K 0.03%
45,532
-4,094
449
$384K 0.03%
9,441
-5,427
450
$384K 0.03%
57,807
+11,939
16 17
18
19 20