WG

Winton Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 27.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.22%
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
+$28.7M
2
+$28.6M
3
+$23.8M
4
CL icon
Colgate-Palmolive
CL
+$21.9M
5
WAT icon
Waters Corp
WAT
+$21.7M

Top Sells

1
+$46M
2
+$40.4M
3
+$36.3M
4
IBM icon
IBM
IBM
+$33.6M
5
AAPL icon
Apple
AAPL
+$32.4M

Sector Composition

1 Technology 20.72%
2 Consumer Staples 15.18%
3 Industrials 14.23%
4 Healthcare 14%
5 Financials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
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