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
$3.54B
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$22M
3
+$22M
4
STX icon
Seagate
STX
+$17.9M
5
TEL icon
TE Connectivity
TEL
+$16.9M

Top Sells

1
+$16.7M
2
+$15.5M
3
+$15.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$14.6M
5
ITW icon
Illinois Tool Works
ITW
+$14.5M

Sector Composition

1 Technology 25.03%
2 Industrials 14.87%
3 Consumer Discretionary 13.03%
4 Healthcare 10.3%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$766K 0.02%
+5,612
602
$762K 0.02%
22,288
-5,759
603
$759K 0.02%
+6,920
604
$755K 0.02%
7,512
-3,305
605
$753K 0.02%
+10,308
606
$752K 0.02%
17,181
-3,373
607
$752K 0.02%
91,972
608
$750K 0.02%
+49,284
609
$750K 0.02%
+3,698
610
$750K 0.02%
+13,226
611
$748K 0.02%
9,378
+517
612
$743K 0.02%
+16,073
613
$743K 0.02%
15,722
-142,480
614
$743K 0.02%
+23,938
615
$740K 0.02%
+1,254
616
$740K 0.02%
+10,036
617
$740K 0.02%
+37,546
618
$740K 0.02%
+27,469
619
$738K 0.02%
7,892
+2,747
620
$735K 0.02%
+19,106
621
$735K 0.02%
+16,615
622
$734K 0.02%
4,791
-40,429
623
$734K 0.02%
+16,056
624
$732K 0.02%
+21,045
625
$731K 0.02%
13,693
+8,920
23 24
25
26 27