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
551
$354K 0.01%
+8,386
552
$343K 0.01%
2,148
-14,329
553
$341K 0.01%
+11,536
554
$341K 0.01%
+41,581
555
$335K 0.01%
+7,490
556
$333K 0.01%
13,284
-13,817
557
$327K 0.01%
+10,192
558
$316K 0.01%
+4,761
559
$315K 0.01%
+1,414
560
$314K 0.01%
8,919
-71,532
561
$313K 0.01%
+37,650
562
$313K 0.01%
+4,947
563
$311K 0.01%
+3,645
564
$310K 0.01%
12,999
-149,133
565
$303K 0.01%
+7,798
566
$302K 0.01%
4,122
-25,295
567
$300K 0.01%
+12,815
568
$296K 0.01%
+2,435
569
$290K 0.01%
8,295
-7,564
570
$289K 0.01%
+7,473
571
$285K 0.01%
4,893
-110,773
572
$278K 0.01%
4,650
-30,020
573
$277K 0.01%
+8,900
574
$274K 0.01%
+8,307
575
$266K 0.01%
+7,467
21 22
23
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