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
701
$111K 0.01%
10,503
+14
702
$111K 0.01%
+19,000
703
$109K 0.01%
17,984
+1,152
704
$107K 0.01%
18,993
-13,054
705
$107K 0.01%
14,236
+3,552
706
$106K 0.01%
34,457
+7,433
707
$105K 0.01%
16,227
-22,610
708
$102K 0.01%
16,486
+2,657
709
$99.9K 0.01%
144,798
+198
710
$98.8K 0.01%
+22,051
711
$96.4K 0.01%
+58,776
712
$94.7K 0.01%
13,512
+854
713
$92.4K 0.01%
13,034
-3,704
714
$89.5K 0.01%
+11,629
715
$88.5K 0.01%
25,000
716
$82.5K 0.01%
11,683
+16
717
$79.8K 0.01%
13,131
-30,805
718
$77.4K 0.01%
23,956
-19,644
719
$75K 0.01%
28,966
+40
720
$69.9K 0.01%
+30,371
721
$64.6K ﹤0.01%
+1,476
722
$54.7K ﹤0.01%
13,579
+18
723
$54.4K ﹤0.01%
21,416
-79,130
724
$53.1K ﹤0.01%
35,160
+48
725
$48.9K ﹤0.01%
11,302
+389
27 28
29
30 31