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
526
$427K 0.01%
4,551
+608
527
$427K 0.01%
+7,528
528
$418K 0.01%
+6,604
529
$412K 0.01%
7,897
-105,706
530
$405K 0.01%
+6,246
531
$404K 0.01%
12,020
-392,808
532
$403K 0.01%
+3,198
533
$399K 0.01%
+19,088
534
$394K 0.01%
+7,378
535
$390K 0.01%
26,652
-436,853
536
$389K 0.01%
93,817
+33,468
537
$388K 0.01%
21,131
-60,268
538
$387K 0.01%
16,204
-12,256
539
$386K 0.01%
+3,689
540
$385K 0.01%
8,762
+2,497
541
$379K 0.01%
+2,811
542
$378K 0.01%
4,784
-14,790
543
$378K 0.01%
+5,836
544
$377K 0.01%
+20,092
545
$375K 0.01%
+3,406
546
$368K 0.01%
+7,562
547
$368K 0.01%
+8,556
548
$361K 0.01%
+14,724
549
$360K 0.01%
+6,386
550
$359K 0.01%
+5,783
20 21
22
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