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
451
$693K 0.02%
8,247
-39,109
452
$692K 0.02%
28,130
-368,516
453
$690K 0.02%
13,721
+6,628
454
$688K 0.02%
+10,346
455
$685K 0.02%
+10,585
456
$681K 0.02%
+28,230
457
$680K 0.02%
+1,144
458
$678K 0.02%
+24,768
459
$666K 0.02%
+6,321
460
$663K 0.02%
+4,096
461
$662K 0.02%
+6,419
462
$661K 0.02%
+5,851
463
$660K 0.02%
9,940
-25,787
464
$651K 0.02%
+1,517
465
$643K 0.02%
+7,185
466
$640K 0.02%
+19,093
467
$640K 0.02%
+13,959
468
$616K 0.02%
12,590
-170,887
469
$613K 0.02%
+13,085
470
$611K 0.02%
+6,286
471
$608K 0.02%
+10,309
472
$607K 0.02%
+5,928
473
$603K 0.02%
+54,251
474
$603K 0.02%
+8,081
475
$602K 0.02%
+9,633
17 18
19
20 21