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
476
$360K 0.03%
2,786
-195
477
$359K 0.03%
11,389
-3,282
478
$357K 0.03%
8,677
+398
479
$356K 0.03%
20,517
+10,103
480
$355K 0.03%
15,659
-1,518
481
$354K 0.03%
2,340
+585
482
$354K 0.03%
5,554
+1,085
483
$353K 0.03%
2,988
-1,035
484
$353K 0.03%
+4,012
485
$352K 0.03%
+7,238
486
$351K 0.03%
6,686
+9
487
$351K 0.03%
+49,988
488
$350K 0.03%
8,879
-366
489
$349K 0.03%
4,254
+215
490
$349K 0.03%
+42,127
491
$349K 0.03%
10,043
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492
$348K 0.03%
25,292
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493
$347K 0.03%
2,839
-815
494
$346K 0.03%
4,077
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495
$345K 0.03%
4,522
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496
$344K 0.03%
+25,460
497
$344K 0.03%
1,014
-631
498
$344K 0.03%
+8,403
499
$343K 0.03%
64,137
-23,628
500
$343K 0.03%
6,219
+8
18 19
20
21 22