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
476
$602K 0.02%
11,007
-128,229
477
$599K 0.02%
+21,416
478
$587K 0.02%
+9,836
479
$579K 0.02%
+7,436
480
$573K 0.02%
10,599
-73,476
481
$565K 0.02%
+9,316
482
$564K 0.02%
15,124
-52,242
483
$564K 0.02%
+3,481
484
$563K 0.02%
+6,613
485
$562K 0.02%
+4,664
486
$562K 0.02%
6,004
-45,145
487
$557K 0.02%
+5,282
488
$552K 0.02%
21,368
-163,670
489
$549K 0.02%
8,750
-90,302
490
$546K 0.02%
9,214
-30,537
491
$541K 0.02%
+29,606
492
$540K 0.02%
+5,913
493
$530K 0.02%
3,281
-572
494
$529K 0.02%
+17,433
495
$528K 0.02%
+42,320
496
$528K 0.02%
+8,460
497
$526K 0.02%
16,900
-21,255
498
$517K 0.02%
+4,419
499
$514K 0.02%
10,736
-132,586
500
$511K 0.02%
+3,962
18 19
20
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