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
126
$1.83M 0.13%
+46,218
127
$1.81M 0.13%
+19,337
128
$1.8M 0.13%
89,816
+16,733
129
$1.8M 0.13%
+136,869
130
$1.77M 0.13%
52,522
-90,232
131
$1.7M 0.12%
+4,166
132
$1.7M 0.12%
25,350
133
$1.69M 0.12%
29,390
-48,520
134
$1.69M 0.12%
+60,029
135
$1.68M 0.12%
5,357
136
$1.66M 0.12%
55,067
+19,242
137
$1.65M 0.12%
22,150
+18,255
138
$1.64M 0.12%
+9,204
139
$1.59M 0.12%
26,550
-23,837
140
$1.58M 0.12%
20,285
-13,044
141
$1.54M 0.11%
+22,320
142
$1.53M 0.11%
+104,903
143
$1.51M 0.11%
89,246
+74,441
144
$1.48M 0.11%
+89,732
145
$1.47M 0.11%
+17,596
146
$1.44M 0.11%
+62,370
147
$1.44M 0.1%
28,675
-16,300
148
$1.39M 0.1%
+16,290
149
$1.36M 0.1%
+16,614
150
$1.3M 0.09%
+17,363
4 5
6
7 8