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
$3.4B
AUM Growth
-$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$28.6M
3
+$24.3M
4
WAT icon
Waters Corp
WAT
+$23M
5
CL icon
Colgate-Palmolive
CL
+$21.9M

Top Sells

1
+$48.1M
2
+$43.4M
3
+$37.1M
4
IBM icon
IBM
IBM
+$32.7M
5
NVDA icon
NVIDIA
NVDA
+$31.6M

Sector Composition

1 Technology 20.78%
2 Consumer Staples 15.18%
3 Industrials 14.17%
4 Healthcare 14%
5 Financials 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.3M 0.3%
132,732
-133,520
102
$10.3M 0.3%
130,425
-110,640
103
$10.2M 0.3%
163,961
-139,873
104
$10.1M 0.3%
176,751
-757,240
105
$10.1M 0.3%
198,894
-343,310
106
$10M 0.3%
70,047
+45,022
107
$9.93M 0.29%
296,620
+105,633
108
$9.89M 0.29%
256,274
+224,816
109
$9.74M 0.29%
67,007
+12,874
110
$9.68M 0.28%
241,795
-149,232
111
$9.44M 0.28%
74,130
-8,810
112
$9.38M 0.28%
152,094
+78,546
113
$9.35M 0.27%
164,212
+50,270
114
$9.01M 0.26%
362,658
+339,654
115
$8.94M 0.26%
170,993
-13,291
116
$8.9M 0.26%
134,974
+73,683
117
$8.87M 0.26%
139,135
+16,869
118
$8.77M 0.26%
347,463
-559,860
119
$8.64M 0.25%
+61,363
120
$8.61M 0.25%
+110,070
121
$8.57M 0.25%
197,516
+105,259
122
$8.53M 0.25%
65,741
-99,994
123
$8.51M 0.25%
365,330
+18,580
124
$8.4M 0.25%
131,552
-64,387
125
$8.38M 0.25%
43,710
+10,351
3 4
5
6 7