WG
Winton Group Portfolio holdings
AUM
$1.96B
1-Year Return
30.2%
This Quarter Return
+7.3%
1 Year Return
+30.2%
3 Year Return
+112.22%
5 Year Return
+251.53%
10 Year Return
+656.5%
AUM
$3.03B
AUM Growth
-$2.79B
(-48%)
Cap. Flow
-$3.03B
Cap. Flow
% of AUM
-100.19%
Top 10 Holdings %
Top 10 Hldgs %
15.8%
Holding
515
New
138
Increased
83
Reduced
217
Closed
77
Top Buys
| 1 |
American Express
AXP
|
$15.7M |
| 2 |
Trane Technologies
TT
|
$11.2M |
| 3 |
Lennar Class A
LEN
|
$10.8M |
| 4 |
Skyworks Solutions
SWKS
|
$10.5M |
| 5 |
Globe Life
GL
|
$10M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$123M |
| 2 |
McDonald's
MCD
|
$61M |
| 3 |
Travelers Companies
TRV
|
$55.9M |
| 4 |
Omnicom Group
OMC
|
$53.5M |
| 5 |
Progressive
PGR
|
$45M |
Sector Composition
| 1 | Technology | 25.15% |
| 2 | Financials | 20.21% |
| 3 | Consumer Discretionary | 14.36% |
| 4 | Healthcare | 9.77% |
| 5 | Industrials | 8.92% |
