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
$3.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.5M
3
+$14.5M
4
FFIV icon
F5
FFIV
+$12.6M
5
FTV icon
Fortive
FTV
+$11.5M

Top Sells

1
+$62.7M
2
+$55.3M
3
+$20.5M
4
ABBV icon
AbbVie
ABBV
+$19.5M
5
WM icon
Waste Management
WM
+$19.3M

Sector Composition

1 Industrials 19.6%
2 Technology 18.95%
3 Consumer Discretionary 12.87%
4 Healthcare 12.05%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$392K 0.01%
5,100
-3,996
552
$391K 0.01%
6,046
-7,395
553
$390K 0.01%
13,863
-35,671
554
$385K 0.01%
19,085
-9,170
555
$376K 0.01%
6,143
-3,195
556
$375K 0.01%
2,872
-44,452
557
$371K 0.01%
8,829
-3,521
558
$370K 0.01%
5,854
-3,171
559
$368K 0.01%
11,391
-4,820
560
$368K 0.01%
5,792
-5,671
561
$365K 0.01%
8,559
+1,361
562
$364K 0.01%
7,319
-11,440
563
$363K 0.01%
2,730
-411
564
$362K 0.01%
3,607
+576
565
$362K 0.01%
4,178
-498
566
$361K 0.01%
7,031
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567
$360K 0.01%
5,661
-4,181
568
$359K 0.01%
5,346
-6,642
569
$359K 0.01%
1,606
-3,979
570
$357K 0.01%
11,783
-8,468
571
$357K 0.01%
8,359
-26,271
572
$357K 0.01%
4,848
-3,098
573
$356K 0.01%
6,643
-5,146
574
$353K 0.01%
12,102
-5,593
575
$351K 0.01%
7,930
-445
21 22
23
24 25