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
551
$292K 0.02%
1,987
-1,361
552
$290K 0.02%
12,744
-57
553
$289K 0.02%
+8,083
554
$288K 0.02%
6,551
-4,745
555
$287K 0.02%
16,627
-4,620
556
$287K 0.02%
+3,491
557
$286K 0.02%
+13,011
558
$284K 0.02%
27,372
+2,650
559
$283K 0.02%
19,816
-9,100
560
$282K 0.02%
10,941
-4,837
561
$281K 0.02%
45,499
+6,079
562
$279K 0.02%
7,781
-5,878
563
$278K 0.02%
20,423
+28
564
$277K 0.02%
2,780
-1,958
565
$275K 0.02%
20,737
-15,242
566
$274K 0.02%
38,800
-10,838
567
$269K 0.02%
27,146
-765
568
$268K 0.02%
2,593
+235
569
$268K 0.02%
7,614
-4,926
570
$265K 0.02%
1,656
-1,197
571
$265K 0.02%
24,461
-22,737
572
$265K 0.02%
9,437
-7,635
573
$264K 0.02%
7,744
+11
574
$263K 0.02%
+5,163
575
$262K 0.02%
701
-828
21 22
23
24 25