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
526
$316K 0.02%
38,347
-25,687
527
$315K 0.02%
5,846
+2,966
528
$313K 0.02%
3,718
+5
529
$311K 0.02%
2,096
-2,849
530
$310K 0.02%
+39,540
531
$309K 0.02%
10,146
-3,667
532
$309K 0.02%
+14,280
533
$308K 0.02%
19,902
-11,659
534
$307K 0.02%
7,343
+198
535
$304K 0.02%
6,149
-1,709
536
$302K 0.02%
1,822
-670
537
$302K 0.02%
+6,816
538
$302K 0.02%
+22,973
539
$301K 0.02%
+515
540
$300K 0.02%
7,585
-439
541
$299K 0.02%
16,591
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542
$299K 0.02%
2,471
-26,736
543
$298K 0.02%
9,527
-1,684
544
$295K 0.02%
15,433
-10,658
545
$295K 0.02%
1,012
-724
546
$295K 0.02%
10,656
-4,963
547
$294K 0.02%
8,258
-13,172
548
$293K 0.02%
4,936
+144
549
$293K 0.02%
+5,708
550
$293K 0.02%
10,129
-2,054
20 21
22
23 24