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
501
$511K 0.02%
+5,583
502
$506K 0.01%
+41,203
503
$500K 0.01%
+11,529
504
$489K 0.01%
+3,871
505
$488K 0.01%
+3,273
506
$486K 0.01%
+5,863
507
$480K 0.01%
+16,451
508
$477K 0.01%
+10,309
509
$477K 0.01%
+8,601
510
$476K 0.01%
28,800
-943,896
511
$474K 0.01%
+2,965
512
$470K 0.01%
+7,752
513
$466K 0.01%
+13,063
514
$462K 0.01%
+4,616
515
$460K 0.01%
+10,445
516
$451K 0.01%
+10,052
517
$443K 0.01%
7,635
-5,517
518
$442K 0.01%
+3,328
519
$442K 0.01%
+6,603
520
$441K 0.01%
14,799
-30,849
521
$440K 0.01%
+369
522
$438K 0.01%
+9,252
523
$438K 0.01%
+8,998
524
$435K 0.01%
+2,056
525
$433K 0.01%
+2,784
19 20
21
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