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
$3.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$15.5M
3
+$14.5M
4
FFIV icon
F5
FFIV
+$12.6M
5
FTV icon
Fortive
FTV
+$11.5M

Top Sells

1
+$62.7M
2
+$55.3M
3
+$20.5M
4
ABBV icon
AbbVie
ABBV
+$19.5M
5
WM icon
Waste Management
WM
+$19.3M

Sector Composition

1 Industrials 19.6%
2 Technology 18.95%
3 Consumer Discretionary 12.87%
4 Healthcare 12.05%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.62M 0.22%
158,362
+114,456
127
$7.55M 0.22%
453,332
+286,822
128
$7.49M 0.22%
297,626
+188,620
129
$7.47M 0.22%
164,264
+120,672
130
$7.35M 0.21%
136,278
+86,223
131
$7.24M 0.21%
130,937
+119,905
132
$7.17M 0.21%
104,711
-15,055
133
$7.16M 0.21%
105,154
-30,419
134
$6.94M 0.2%
76,777
+33,476
135
$6.93M 0.2%
+149,708
136
$6.92M 0.2%
107,012
+87,367
137
$6.9M 0.2%
+225,524
138
$6.88M 0.2%
+267,392
139
$6.83M 0.2%
+51,729
140
$6.77M 0.2%
37,365
-13,325
141
$6.76M 0.2%
38,288
+23,298
142
$6.7M 0.19%
+106,472
143
$6.65M 0.19%
95,536
+3,155
144
$6.64M 0.19%
+201,798
145
$6.64M 0.19%
111,466
+98,449
146
$6.62M 0.19%
162,764
-37,548
147
$6.61M 0.19%
+338,703
148
$6.59M 0.19%
212,967
-80,338
149
$6.59M 0.19%
65,132
+57,508
150
$6.53M 0.19%
71,346
+47,769
4 5
6
7 8